All-In with Chamath, Jason, Sacks &amp; Friedberg

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

Referenced in the show:

https://x.com/thejessezhang/status/2074154325933424861

https://x.com/praveenTweets/status/2074605343439810922

https://x.com/nikesharora/status/2074802778074124434

https://x.com/nikesharora/status/2074814752174522857

https://x.com/brian_armstrong/status/2070670644577280109

https://x.com/andyfang/status/2074252174226493584

https://x.com/nikesharora/status/2074630732019036574

https://x.com/finkd/status/2075218444056707458

https://x.com/alighodsi/status/2074996561306955958

https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight

https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed

https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07

https://x.com/KurtSupeCPA/thread/2074817292550984010

01:42:05•July 11, 2026

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

NEW

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)

(1:50) Reasoning, Inference, and Breaking Moore's Law

(16:28) Open Source, AI Sovereignty, and the Road to AGI

(40:54) The Innovation Behind Generative Video (Robin Rombach)

(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP

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01:03:57•July 10, 2026

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

(0:00) Bestie intros: Happy Fourth of July!

(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"

(33:52) Update on the AI jobs debate

(50:24) Anthropic's Fable 5 available after export restrictions lifted

(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO

(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

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https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models

Referenced in the show:

https://x.com/PalantirTech/status/2072326189079757277

https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f

https://www.google.com/finance/quote/FIG:NYSE

https://x.com/DavidSacks/status/2072673187666813226

https://x.com/chamath/status/2072665199786561713

https://x.com/quxiaoyin/status/2072428278976074115

https://x.com/chamath/status/2072390507628540213

https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us

https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary

https://x.com/GavinNewsom/status/2070496029280276571

https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed

https://x.com/JeanneIves/status/2072165726526308719

https://polymarket.com/event/democratic-presidential-nominee-2028

01:42:11•July 3, 2026

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

(0:00) Nate Silver joins the pod!

(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India

(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base

(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems

(45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed

(50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard

(55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC

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https://x.com/GavinSBaker

01:00:42•June 29, 2026

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

(0:00) Gavin Baker and Travis Kalanick join the show!

(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC

(22:51) Future of the Democratic Party, the Israel issue, social media bans

(45:12) China's open-source AI catch up, distillation, OpenAI's new chip

(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware

(1:10:17) The math behind distributed compute and datacenters in space

(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

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https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579

Referenced in the show:

https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710

https://x.com/thestustustudio/status/2067356255916536120

https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127

https://x.com/EndWokeness/status/2069645066252034288

https://x.com/america/status/2069622732279402804

https://x.com/realmaalouf/status/2069433391162798337

https://x.com/JoshBlockDC/status/2070108811851882691

https://x.com/EndWokeness/status/2069776474429624684

https://x.com/EndWokeness/status/2068829255786803368

https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people

https://x.com/PirateWires/status/2069146641266094417

https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e

https://x.com/jietang/status/2067580270078030088

01:41:43•June 26, 2026

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

(0:00) David Friedberg intros GameStop CEO Ryan Cohen!

(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce

(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles

(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)

(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace

(49:33) Why eBay has rejected the offer, media bias against GameStop

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01:03:03•June 23, 2026

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions

(33:34) Behind the scenes of Anthropic's Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

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Intro Music Credit:

Intro Video Credit:

https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html

Referenced in the show:

https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026

https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html

https://www.bbc.com/news/articles/cgrk21wnvy9o

https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg

https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire

https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos

https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls

https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product

https://x.com/DavidSacks/status/2065853007619588171

https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578

https://www.anthropic.com/news/fable-mythos-access

https://stratechery.com/2026/anthropics-safety-superpower

https://www.nist.gov/news-events/news/2024/08/us-ai-safety-institute-signs-agreements-regarding-ai-safety-research

https://www.cnbc.com/2026/03/05/anthropic-pentagon-ai-claude-iran.html

https://www.nytimes.com/2026/06/17/opinion/ai-dangerous-openai-anthropic.html

01:24:30•June 19, 2026

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

(0:00) Besties are back!

(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns

(29:16) The AI regulatory capture trap, pragmatic safety solutions

(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"

(59:22) Liquidity recap: Best moments and takeaways

(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs

(1:12:27) California's loose election laws creating integrity doubts

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Intro Music Credit:

Intro Video Credit:

https://www.anthropic.com/news/claude-fable-5-mythos-5

Referenced in the show:

https://x.com/Scobleizer/status/2064641097310335294

https://x.com/GergelyOrosz/status/2064618497150210391

https://x.com/cremieuxrecueil/status/2064433331970720187

https://x.com/Yuchenj_UW/status/2064524668208545955

https://stratechery.com

https://x.com/peter_szilagyi/status/2064620043896291671

https://darioamodei.com/post/policy-on-the-ai-exponential

https://screendna.org

https://x.com/DavidSacks/status/2065120386660880765

https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html

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

https://polymarket.com/event/how-high-will-inflation-get-in-2026

https://polymarket.com/event/fed-rate-hike-in-2026

https://x.com/robbystarbuck/status/2063602942637158423

https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme

https://www.dol.gov/newsroom/releases/osec/osec20260218

https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep

https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers

https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds

https://x.com/californiapost/status/2064362900098048386

01:42:00•June 13, 2026

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy

(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

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https://www.linkedin.com/in/aaron-cowen-0a44a450

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https://x.com/SenFettermanPA

01:07:57•June 12, 2026

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

(0:00) PA Senators Fetterman and McCormick join the Besties

(0:33) Bipartisanship in 2026, rejecting extremism

(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism

(13:33) Fixing wealth concentration in the US

(19:51) Graham Platner, why extremism wins primaries, and what it means for the future

(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation

(41:05) Insane level of money in politics, fixing the broken system

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship

00:43:23•June 10, 2026

Dan Dreyfus: America's Critical Minerals Crisis is Here

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact of China cutting off the US from critical minerals

(8:18) Copper's Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

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00:24:37•June 10, 2026

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine learning

(9:51) Why small VC funds beat big ones on average

(14:36) OpenAI's valuation problem and the AI price war

(19:09) AI's "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

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00:28:42•June 9, 2026

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!

(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks

(5:15) Are cyber defenders losing the race against AI attackers?

(6:50) Analytical SaaS is dead, so what survives the AI wave?

(14:06) If models become a utility, where will the money be made?

(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI

(28:22) Palo Alto's M&A playbook and the path to $1 trillion

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https://x.com/nikesharora

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Intro Music Credit:

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00:31:22•June 8, 2026

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!

(0:47) Secondary Markets are Booming & Competing with IPOs

(3:10) Why Companies are Staying Private So Long?

(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access

(13:28) Secondary Markets as Exit Liquidity for VCs

(27:00) The Private Market Bubble?

(32:03) Hottest Secondary Companies Right Now

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https://x.com/GavinSBaker

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https://www.ey.com/en_us/tech-sector/tech-startups?WT.mc_id=3501317&AA.tsrc=sponsorship

00:39:38•June 7, 2026

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, customers, and business operations

(13:18) Timelines for datacenters in space

(19:28) Cerebras business breakdown, AI's impact on the silicon market

(24:45) How Founder/CEOs think about liquidity on the road to going public

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