(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo

(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat

(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain

(41:48) Autonomous Weapons, AI Decision-Making & Future of War

(47:15) Anthropic vs Pentagon: Ethics of AI in Combat

(50:39) Palantir Surveillance State Claims

(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin.

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(0:00) Bestie intros!

(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier

(21:00) 2026 IPO explosion, OpenAI down round?

(36:33) Iran War costs, fertilizer crisis, downstream impacts

(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran

(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react

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Referenced in the show:

https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals

https://companiesmarketcap.com

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

https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549

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

https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot

https://x.com/DrewPavlou/status/2038967293343096896

https://polymarket.com/event/us-x-iran-ceasefire-by

https://polymarket.com/event/us-forces-enter-iran-by

https://tradingeconomics.com/commodity/urea

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://polymarket.com/event/march-inflation-us-annual-higher-brackets

https://www.instagram.com/reels/DWhj1SrjvTU

https://www.youtube.com/@ElishaLong

(0:00) Bestie intros!: Friedberg for Governor of California?

(2:25) Anthropic's generational run

(15:45) OpenAI: getting focused or panic mode?

(36:56) AI valuation impacts, moats, and disruption

(43:58) Liquidity speaker announcements, the 100x AI moment

(50:35) Two landmark social media verdicts against Meta

(1:12:46) Sacks and Friedberg join PCAST!

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Referenced in the show:

https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751

https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825

https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23

https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival

https://x.com/LauraLoomer/status/2037111057701818519

https://x.com/chamath/status/2033385903520129161

https://x.com/TheIcahnist/status/2036902492080837015

https://www.google.com/finance/quote/GOOG:NASDAQ

https://www.google.com/finance/quote/LVMUY:OTCMKTS

https://x.com/cryptopunk7213/status/2023572182090109380

https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS

https://x.com/Vjay031/status/1985631799448662441

https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

(0:00) David Friedberg intros Bryan Johnson

(0:54) Why Bryan Johnson did 5-MeO-DMT

(12:56) What brain scans actually show

(18:36) Psychosis, bad trips, and life-altering decisions

(26:23) The next frontier: organoids and gene therapy

(33:26) GLP-1s, abundance, and human optimization

(35:35) The longevity drug nobody's talking about?

Thanks to our partner for making this happen!

The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at https://www.eightsleep.com/allin for up to $350 off.

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(0:00) Intro live from Nvidia GTC

(0:37) CoreWeave CEO, Michael Intrator

(32:58) Perplexity CEO, Aravind Srinivas

(1:07:11) Mistral CEO, Arthur Mensch

(1:18:57) IREN CEO, Daniel Roberts

Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com

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(0:00) Matt Mahan: Why He's Running for Governor

(1:51) How California Went From Bad to Worse

(12:05) Public Sector Unions & Lobbying in Sacramento

(19:05) California's Housing Crisis: Regulation & Fees

(34:52) California Energy Crisis: Gas Taxes & Green Policy

(43:57) The $1 Trillion Pension Time Bomb

(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism

(1:09:14) Immigration Reform: ICE & the Path to Legal Status

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#allin #tech #news

(0:00) Jensen Huang joins the show!

(0:26) Acquiring Groq and the inference explosion

(8:53) Decision making at the world's most valuable company

(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact

(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

(47:32) Datacenters in space, AI healthcare, Robotics

(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat

(59:04) Advice to young people on excelling in the AI era

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(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts

(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans

(11:42) Iran exit strategy, NATO allies bail on the US

(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment

(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud

(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border

(32:49) Debt death spiral, government fraud

(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture

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