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

(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 and Software Consolidation
  
 Follow Nikesh:
 https://x.com/nikesharora
  
 Follow Arvind:
 https://x.com/ArvindKrishna
  
 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/@allin
  
 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
  
 #allin #tech #news

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

(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 era: why taste and boldness win
 (36:02) Human agency, AI's promise, and what comes next
  
 Thanks to our partners for making this possible!
 As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn
 With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org 
  
 Follow Dylan:
 https://x.com/zoink
  
 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/@allin
  
 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
  
 #allin #tech #news

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

(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: Anthropic warns about self-replicating models on IoT devices
 (1:22:19) Understanding Bill Gates the Doomer
 Follow Ben:
 https://x.com/bhorowitz
 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/@allin
 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://x.com/chamath/status/2110128893680378299
 https://www.google.com/finance/quote/CRWV:NASDAQ
  https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html
  https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips
 https://polymarket.com/event/coreweave-announces-bankruptcy-by
 https://x.com/FearedBuck/status/2109443893955567694
 https://polymarket.com/event/ipos-before-2027
  https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo
 https://www.anthropic.com/research/self-replicating-ai
  https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
 https://x.com/DavidSacks/status/2109849209742450696
 https://www.anthropic.com/research/distillation-defenses
 https://x.com/brian_armstrong/status/2109412046244913643

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

(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 mistake of staying silent
 (26:09) Elizabeth calls from prison, her life in jail
 (31:34) Why they did the documentary with Nathan Fielder
 (35:47) The road home, restitution math, why his new company is not Theranos 2.0
 Thanks to our partners for making this possible!
 IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 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/@allin
 Follow on LinkedIn:
 https://www.linkedin.com/company/allinpod
 Intro Music Credit:
 https://rb.gy/tppkzl
 https://x.com/yung_spielburg

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

(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 discovery, and who actually wins
 (21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him
  
 Thanks to our partners for making this possible!
  
 IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
  
 Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
  
 Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
  
 Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
  
 Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
  
 PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
  
 Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
  
 Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
  
 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/@allin
  
 Follow on LinkedIn: 
 https://www.linkedin.com/company/allinpod
  
 Intro Music Credit:
 https://rb.gy/tppkzl
 https://x.com/yung_spielburg
  
 #allin #tech #news

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

(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 socialism metric, bond market
 (1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?
 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/@allin
 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.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html
 https://www.anthropic.com/constitution
 https://x.com/andrewcurran_/status/2108244808494154089
  https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800
 https://www.lesswrong.com/users/eliezer_yudkowsky
  https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640
 https://en.wikipedia.org/wiki/Roko%27s_basilisk
  https://www.nytimes.com/2026/10/06/science/openai-math-problems.html
  https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/
  https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents
 https://scottaaronson.blog/?p=10169
 https://x.com/imjustnewatai/status/2107601711032373333
 https://x.com/skdh/status/2107848423726555204
 https://x.com/friedberg/status/2107856770609844491
  https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273
  https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html
  https://www.nytimes.com/2026/10/08/business/france-bond-yields.html
 https://x.com/LucAuffret/status/2108217923101683737
 https://polymarket.com/event/next-french-presidential-election
 https://polymarket.com/event/another-fed-rate-hike-in-2026
 https://x.com/nikitabier/status/2108262529571144176

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

(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) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more
 (1:00:24) Midterm predictions, 2028 look ahead
 (1:09:28) Media coverage of attempted terrorist hijacking
 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/@allin
 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://x.com/WhiteHouse/status/2105292669303791687
  https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd
  https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30
 https://www.atlantafed.org/research-and-data/data/gdpnow
  https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm
  https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e
  https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362
  https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30
  https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel
 https://polymarket.com/predictions/midterms
 https://x.com/OliaOnX/status/2105333178814832963
 https://x.com/NYTimesPR/status/2105328158379856153

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

(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 Pall join the Besties!
 (30:35) From artists to investors: picking deals, playing the sixth man & what fame buys
 (37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets
 (46:10) Riding winners, getting cash back to investors & spotting bubble behavior
  
 Thanks to our partners for making this possible!
 IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
 EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
  
 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/@allin
  
 Follow on LinkedIn: 
 https://www.linkedin.com/company/allinpod
  
 Intro Music Credit:
 https://rb.gy/tppkzl
 https://x.com/yung_spielburg
  
 #allin #tech #news

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

(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 sick
 (36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute
 (44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story
 
 
 Thanks to our partners for making this possible!
  
 As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting.  https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1 
  
 Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE 
  
 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/@allin
  
 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
  
 #allin #tech #news

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

(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 OpenAI postpone IPOs: liquidity risk and open source pressure
 (53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama
 (1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure
 (1:27:13) Anthropic's bio research and "wet lab" in SF
 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/@allin
 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.deepseek.com/en/news/deepseek-v4-1-flash
 https://x.com/XiaomiMiMo/status/2102138559952290106
 https://x.com/0x0SojalSec/status/2101738277049131358
 https://prismml.com
 https://x.com/SenSanders/status/2102827319123693689
 https://x.com/yipitdata/status/2102781268974793023
  https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/
  https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc
 https://polymarket.com/event/ipos-before-2027
  https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo
 https://x.com/rauchg/status/2101186741042663579
 https://www.anthropic.com/constitution
  https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd
 https://x.com/mustafasuleyman/status/2100223594534150428
  https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it
  https://www.anthropic.com/news/claude-discovers-novel-enzyme-system