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 GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

    OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
    Aug 9 2025

    (0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show

    (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence

    (18:14) AI's TAM, ROIC, and energy implications

    (27:27) China's major advantage and how the US can counter it

    (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it

    (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC?

    (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach

    (1:27:51) Nvidia chips being smuggled to China

    (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy

    (1:40:09) Summer reading recommendations

    Join us at the All-In Summit:

    https://allin.com/summit

    Summit scholarship application:

    http://bit.ly/4kyZqFJ

    Get The Besties All-In Tequila:

    https://tequila.allin.com

    Follow Ben:

    https://x.com/benshapiro

    Follow Gavin:

    https://x.com/GavinSBaker

    Follow Phil:

    https://x.com/pdeutch

    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.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day

    https://www.anthropic.com/news/build-ai-in-america

    https://www.youtube.com/watch?v=whE75zEFBpU

    https://www.census.gov/library/visualizations/time-series/demo/historic.html

    https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive

    https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54
    Más Menos
    1 h y 51 m
  • Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

    Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
    Aug 1 2025

    (0:00) Bestie intros!

    (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways

    (16:39) AI Executive Orders, unbiased AI, spiciest moments

    (34:32) Copyright, fair use, and patents in the Age of AI

    (56:37) Sam Altman highlights AI chatbot privacy issues

    (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal

    Join us at the All-In Summit:

    https://allin.com/summit

    Summit scholarship application:

    http://bit.ly/4kyZqFJ

    Get The Besties All-In Tequila:

    https://tequila.allin.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://x.com/chamath/status/1950673622059667764

    https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370

    https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503

    https://x.com/simonw/status/1950592653047062578

    https://fred.stlouisfed.org/series/A191RL1Q225SBEA

    https://www.youtube.com/watch?v=aYn8VKW6vXA

    https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html

    https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25

    https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness

    https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84

    https://www.google.com/finance/quote/SPY:NYSEARCA
    Más Menos
    1 h y 24 m
  • Winning the AI Race Part 5: President Trump on the AI Action Plan

    Winning the AI Race Part 5: President Trump on the AI Action Plan
    Jul 24 2025

    (0:00) President Trump on the AI Agenda

    (54:14) Executive Order signing

    Thanks to our partners for making this happen:

    NYSE : https://www.nyse.com

    Visa: https://usa.visa.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
    Más Menos
    57 m
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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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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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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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Thank you Jason. I look forward to listening to you guys! Great guests and honest discussions.

Entertaining serious stuff

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Love it. All angles. Must listen to this to be current on real info on the state of our nation.

Better than NPR

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those who will hate this podcast the most are the ones who can gain the most

harsh review of ftx and supporters, but inciteful

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Amazing to hear from these valley seasoned, angel investing and founder folks. The discussion is always engaging and Jason is the perfect host and moderator as always.

Best tech-related podacast out there.

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Was a great VC podcast until their fued. Now a political show with a resident narcicist.

Downhill

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listened to the last 3 episodes, hoping to get some good content here, but there isn't much to learn. just opinions.
not a single comment criticizes trump or his appointments. not questioning anything, not even a single time. these guys admit they actually want to see the government burn. Hail Trump, hail musk, etc.
as far as stock advice or market analysis, it's very limited. I wish it focused more deeply on that, especially with so many changes coming.

Too biased, not much content

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