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
  • OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

    OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
    Apr 17 2026
    (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: https://allin.com/events Follow Travis: https://x.com/travisk 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.texastribune.org/2025/01/22/austin-texas-rents-falling https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html https://polymarket.com/event/gpt-5pt5-released-on https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982 https://x.com/RihardJarc/status/2044725910566220095 https://x.com/RoundtableSpace/status/2041897604708233650 https://x.com/chamath/status/2043811625967530056 https://x.com/pmarca/status/2042742413098450998 https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0 https://x.com/zerohedge/status/2043520934930239860 https://x.com/APompliano/status/2041946174677217733 https://x.com/IAPolls2022/status/2041589297489305717 https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009 https://x.com/great_martis/status/2044454944808571015 https://x.com/GlobalMktObserv/status/2044059352466690501 https://x.com/mattcerminaro/status/2044546097230626819 https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517 https://x.com/JoeBiden/status/1815080881981190320 https://x.com/TimRunsHisMouth/status/1815088017847333273 https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation
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    1 h y 31 m
  • Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

    Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
    Apr 10 2026

    (0:00) Bestie intros: Brad Gerstner joins the show!

    (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?

    (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?

    (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence

    (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling

    (1:10:12) Iran War: Ceasefire, Israel's influence, market impact

    Apply for Summit 2026:

    https://allin.com/events

    Follow Brad:

    https://x.com/altcap

    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.youtube.com/watch?v=INGOC6-LLv0

    https://openai.com/index/better-language-models

    https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf

    https://x.com/steipete/status/2040811558427648357

    https://x.com/juliusai/status/2041292301234999668

    https://polymarket.com/event/ipos-before-2027

    https://www.google.com/finance/quote/IGV:BATS

    https://polymarket.com/event/anthropic-ipo-closing-market-cap-119

    https://truthsocial.com/@realDonaldTrump/posts/116351998782539414

    https://truthsocial.com/@realDonaldTrump/posts/116363336033995961

    https://truthsocial.com/@realDonaldTrump/posts/116365796713313030

    https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html

    https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6
    Más Menos
    1 h y 29 m
  • Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

    Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
    Apr 8 2026

    (0:00) Jason intros PA Governor Josh Shapiro

    (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud

    (13:05) Wealth tax debate, what Dems are getting wrong on business

    (20:17) 2024 Democratic collapse, future of the party, socialist wing

    (38:12) How Congress has become "pathetic," political corruption

    (47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War

    Follow Gov. Shapiro:

    https://x.com/GovernorShapiro

    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 2 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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