(0:00) Bestie intros

(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share

(28:14) David Sacks vs. New York Times

(51:24) New poverty line, America's slow descent into socialism

Follow the besties:

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https://x.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

Sacks's AI waiver:

https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf

Sacks's Crypto waiver:

https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf

https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f

https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html

https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html

https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html

https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

(0:00) Molly Bloom joins the besties live in Las Vegas!

(1:48) Did Jason actually play in "Molly's Game"?

(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game

(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie

(31:10) Best celebrity poker players, high-stakes poker archetypes, and more

(34:31) Sales coaching advice

Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.

https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=

Follow Molly:

https://x.com/ImMollyBloom

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

(0:00) Bestie intros LIVE from The Venetian Las Vegas

(1:13) Epstein Files breakdown

(10:06) Biggest Epstein questions: where did his money come from?

(14:44) Tether's booming business

(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026

(35:25) Google's Gemini 3 and TPU breakthrough

(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO

(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

Special thanks to The Venetian Las Vegas for hosting us!:

https://x.com/VenetianVegas

Join us at the All-In Holiday Spectacular!:

https://allin.com/events

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/RepClayHiggins/status/1990868089056219267

https://x.com/michaeljburry/status/1991289193037746579

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025

https://x.com/Similarweb/status/1988879389992386897

https://x.com/PokerGO/status/1987406318832132256