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
  • Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

    Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
    Mar 3 2026

    (0:00) Friedberg Introduces Ray Dalio

    (1:29) 5 Forces That Will Decide America's Future

    (7:26) Why Government Reform Is Nearly Impossible

    (11:19) Gold vs. Bitcoin

    (28:16) What Economists Got Wrong About Tariffs

    (41:11) Is America Heading Towards Collapse?

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

    Check it out: https://airwallex.com/allin

    Ray Dalio joins the All-In Podcast for the third time to break down why America's debt crisis is worse than most people realize, and what comes next.

    Dalio covers the five forces reshaping the global order, why DOGE faced structural limits, what's driving gold to all-time highs while Bitcoin stumbles, the real story behind tariffs and trade deficits, and why he believes the US might be approaching a collapse.

    Follow Ray Dalio:

    https://x.com/RayDalio

    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:

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    Follow on LinkedIn:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg
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    49 m
  • Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

    Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
    Feb 28 2026
    (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots Apply for Liquidity: https://allinliquidity.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/TheZachEffect Referenced in the show: https://www.investing.com/news/stock-market-news/wolters-kluwer-relx-shares-slip-after-anthropic-unveils-aienhanced-legal-tool-4481124 https://www.barrons.com/articles/ibm-stock-had-worst-day-in-25-years-ai-disruption-fears-5f632d6c https://www.forbes.com/sites/daniellechemtob/2026/02/24/forbes-daily-ibm-suffers-its-worst-day-since-the-dot-com-bubble https://x.com/chamath/status/2027077786503164260 https://www.citriniresearch.com/p/2028gic https://thedefiant.io/news/tradfi-and-fintech/credit-card-stocks-fall-after-citrini-ai-report https://x.com/TurnerNovak/status/2026332990914101699 https://x.com/anistotle_/status/2026306126674108788 https://www.notyourtypicalfinancebro.com/p/vibe-laundering-pt-2-citrini-the https://www.goodreads.com/quotes/457097-nobody-knows-anything-not-one-person-in-the-entire-motion https://www.derekthompson.org/p/nobody-knows-anything https://x.com/kalshi/status/2027040345419129166 https://x.com/StockMarketNerd/status/2019837212515528730 https://www.citadelsecurities.com/news-and-insights/2026-global-intelligence-crisis/ https://x.com/DavidSacks/status/2027087693327237251 https://x.com/levie/status/2026885050411745491 https://x.com/typesfast/status/2026998028222013679 https://x.com/cboyack/status/2021647373571862952 https://x.com/chamath/status/2025369318696124859 https://x.com/pat_hedger/status/2026742424471560636 https://x.com/SemiAnalysis_/status/2026719180284666046 https://x.com/WesternLensman/status/2024661247296172486 https://www.bloomberg.com/opinion/articles/2026-02-20/supreme-court-s-tariffs-ruling-finally-holds-trump-accountable https://polymarket.com/event/will-the-court-force-trump-to-refund-tariffs-2026-06-30 https://polymarket.com/event/will-congress-pass-any-tariffs-by-march-31
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    1 h y 21 m
  • Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael Tracey

    Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael Tracey
    Feb 20 2026

    (0:00) David Sacks introduces Saagar Enjeti and Michael Tracey

    (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network

    (11:24) Who was Jeffrey Epstein, and what is this story really about?

    (34:10) Michael Tracey explains "Epstein Mythology"

    (1:14:23) Kevin Bass joins to discuss Reid Hoffman's history with Epstein

    (1:32:52) Michael Tracey responds to criticism

    Follow Saagar:

    https://x.com/esaagar

    Follow Michael:

    https://x.com/mtracey

    Follow Kevin:

    https://x.com/kevinnbass

    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://x.com/kevinnbass/status/2024276079888732649

    https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein

    https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties

    https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html

    https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations

    https://x.com/kevinnbass/status/2023941188588290502

    https://x.com/kevinnbass/status/2024276084401828260

    https://x.com/kevinnbass/status/2023941213951512966

    https://x.com/presentwitness_/status/2024522531542356447
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    1 h y 47 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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