All-In with Chamath, Jason, Sacks & Friedberg Podcast Por All-In Podcast LLC arte de portada

All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

De: All-In Podcast LLC
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker. Economía Gestión y Liderazgo Liderazgo
Episodios
  • Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

    Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
    Mar 13 2026
    (0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami Follow Brad: https://x.com/altcap Take the survey: https://allin.com/survey Apply for Liquidity: https://allinliquidity.com Apply for Summit: https://theallinsummit.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.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.google.com/finance/quote/BZW00:NYMEX https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5 https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de https://polymarket.com/event/us-forces-enter-iran-by https://x.com/altcap/status/2029223717356879931 https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26 https://x.com/sentdefender/status/2031827082934665293 https://polymarket.com/event/balance-of-power-2026-midterms https://polymarket.com/event/march-inflation-us-annual https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b https://x.com/WallStreetMav/status/2032115119879045512 https://x.com/TheChiefNerd/status/2032012809433723158 https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196 https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025 https://x.com/DrTechlash/status/2030734402339365220 https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/ https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363 https://x.com/chamath/status/2032135944284094910 https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025 https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families
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    1 h y 20 m
  • Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

    Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
    Mar 11 2026

    (0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig

    (0:53) Atkins on how US markets have changed over his 40 year career

    (3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules

    (8:16) AI trading bots, autonomous hedge funds, and investing with leverage

    (15:30) Ending the "Turf War" between the SEC and CFTC, super app vision

    (19:15) Prediction markets, insider trading, gray area

    (26:56) Trump advocates for changing quarterly earnings to bi-annual

    (30:30) Changing the accreditation rules a priority for 2026

    (34:56) HFT firms that dominate the futures markets, swap reporting

    (40:36) VC fund formation

    (46:18) US markets vs the world, crypto classification

    (52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

    SEC Chair Paul Atkins:

    https://x.com/SECPaulSAtkins

    CFTC Chair Michael Selig:

    https://x.com/ChairmanSelig

    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
    Más Menos
    1 h
  • Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

    Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
    Mar 9 2026

    (0:00) The Besties welcome legendary Harvard professor Graham Allison

    (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security

    (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects

    (21:07) Israel: Is Netanyahu destroying Israel's democracy?

    (24:28) China: Taiwan invasion, trade, and Trump's April meeting

    (39:50) Greenland: Importance, deal scenarios, EU socialism angle

    (48:58) Nuclear proliferation: 80-80-9 framework explained

    (56:20) Rising socialism in America: wealth inequality and political risk

    Thanks to our partner Airwallex!

    Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

    https://airwallex.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/@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
    Más Menos
    1 h y 3 m
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I love how complicated topics are introduced with context and the respectful conversation and perspectives offered. Thank you for not being an echo chamber.

best podcast ever!

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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.

Coolest Zoomers Around

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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.)

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

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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.

All in boys

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For general interest in technology and markets these guys nail a timely review without political bias

On point

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