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

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https://x.com/kevinnbass/status/2024276079888732649

Referenced in the show:

https://www.nytimes.com/live/2026/02/19/world/uk-prince-andrew-arrest-epstein

https://signalohio.org/les-wexner-deposed-by-house-oversight-committee-over-epstein-ties

https://www.nytimes.com/2025/12/16/magazine/jeffrey-epstein-money-scams-investigation.html

https://www.axios.com/2019/09/12/reid-hoffman-jeffrey-epstein-mit-donations

https://x.com/kevinnbass/status/2023941188588290502

https://x.com/kevinnbass/status/2024276084401828260

https://x.com/kevinnbass/status/2023941213951512966

https://x.com/presentwitness_/status/2024522531542356447

01:47:23•February 20, 2026

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros

(0:23) AI updates: On-prem comeback, token budgets surpass salaries

(19:19) Prediction markets: Super Bowl insider trading, how to police?

(28:44) All-In Liquidity: The ultimate investor conference

(32:48) CBO report: Death spiral, growth opportunity, or golden age?

(48:06) State of the economy and US jobs

(1:03:22) Ferrari's fully electric car goes viral

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https://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3

Referenced in the show:

https://x.com/mattshumer_/status/2021256989876109403

https://x.com/Jason/status/2021272988100984862

https://x.com/chamath/status/2022009107964899755

https://x.com/chamath/status/2021991383327027322

https://lobstertank.co/?v=1

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026

https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/

https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012

https://www.youtube.com/watch?v=SzuvVcH2amc

https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf

https://fred.stlouisfed.org/series/FYONGDA188S

https://fred.stlouisfed.org/series/FYFRGDA188S

https://x.com/RealEJAntoni/status/2021608233866027065

https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice

https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens

https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756

https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06

01:13:10•February 13, 2026

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

(0:00) From China to Canada

(6:13) CZ's Early Career: Shockingly Normal

(17:39) First Company in Shanghai

(23:08) Discovering Bitcoin

(30:11) Going All-In on Crypto

(41:27) Founding Binance

(1:03:57) The FTX Story: SBF Relationship and Collapse

(1:09:46) Facing Biden's Anti-Crypto DOJ

(1:25:25) Inside Federal Prison

(1:40:10) Life After Binance and New Ventures

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01:57:24•February 10, 2026

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show

(3:16) Epstein Files

(15:45) SaaS stocks crash out

(35:11) Moltbook panic

(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell

(1:00:50) SpaceX and xAI merge

(1:10:45) Brad's major win with Trump Accounts

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https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html

Referenced in the show:

https://www.miamiherald.com/news/local/article214210674.html

https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs

https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended

https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email

https://x.com/stockpickerspb/status/2009363916573290715

https://www.moltbook.com

https://x.com/galnagli/status/2017573842051334286

https://x.com/balajis/status/1937517664907460980

https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05

https://x.com/truflation/status/2019409671212396815

https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record

https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05

https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html

https://polymarket.com/event/spacex-ipo-closing-market-cap-above

01:19:22•February 7, 2026

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

(0:00) Bestie intros + quick Davos recap

(9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths

(45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI

(1:09:58) De-dollarization, gold and silver ripping

(1:20:05) California governor race

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https://x.com/StephenM/status/2015133481261474030

Referenced in the show:

https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting

https://www.youtube.com/watch?v=y2Z3ZUbL2e0

https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney

https://www.dhs.gov/wow

https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/

https://www.youtube.com/watch?v=tke0kY4l4e4

https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/

https://x.com/shellenberger/status/2016671351486967995

https://x.com/BoLoudon/status/1942641987326185693

https://x.com/JamesBlairUSA/status/2016154036550930765

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

https://x.com/Geiger_Capital/status/2016564161484873748

https://x.com/RapidResponse47/status/2016537492493676905

https://x.com/chamath/status/2015966444027322763

https://polymarket.com/event/california-governor-election-2026

https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29

01:30:02•January 30, 2026

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

(0:00) Intro

(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world

(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more

(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them

(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout

On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.

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02:14:41•January 25, 2026

Healthcare Needs Builders, Not Bureaucrats: Dr. Mehmet Oz Live from Davos

(0:00) The Besties introduce Dr. Oz

(3:26) Trump's vision for healthcare in America

(13:26) AI & self-directed healthcare

(30:10) The future of GLP-1s and affordability

(35:06) The Medical Fraud Crisis

(44:02) California fraud and accountability

(56:57) Immigration and addiction

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https://www.nature.com/articles/s41746-025-01671-6

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01:05:43•January 24, 2026

Coinbase CEO Brian Armstrong Breaks Down the Three Biggest Trends in Crypto + More from Davos!

(0:00) Intro

(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption

(38:51) Cerebras CEO, Andrew Feldman on Compute Power

(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots

This 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://www.nyse.com/

Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.

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https://x.com/MichaelKratsios

01:35:15•January 23, 2026

Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition

(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo

(1:21) The cost of infrastructure build-out, energy challenges

(12:41) Where AI will be most impactful

(22:39) The China Threat, globalization strategy

(39:12) America's entrepreneurial AI outlook

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00:47:56•January 23, 2026

Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"

(0:00) Jason and Sacks welcome Sarah B. Rogers!

(2:22) Free speech, EU censorship, OSA/DSA overreach?

(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"

(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship

(34:42) Understanding the "Censorship Industrial Complex" in America

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https://x.com/satyanadella

00:45:04•January 22, 2026

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella

(1:31) Future of AI copilots and agents, impact on white collar work

(8:01) How Microsoft has scaled revenue and profits with flat headcount

(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic

(12:39) Views on diffusion, how the US tech stack can win globally

(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?

(26:08) What SaaS adoption looks like in the age of AI

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00:32:00•January 21, 2026

Iran's Breaking Point, Trump's Greenland Acquisition, Solving Energy Costs, Billionaire Tax Backlash

(0:00) Bestie intros!

(4:18) Iran's breaking point: regime change coming?

(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs

(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon

(35:09) Billionaire backlash in California: Wealth Tax exodus

(56:13) Greenland acquisition: Why it's crucial

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https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31

Referenced in the show:

https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026

https://home.treasury.gov/news/press-releases/sb0364

https://truthsocial.com/@realDonaldTrump/posts/115884759090137876

https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0

https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4

https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f

https://x.com/chamath/status/2011486582386106387

https://x.com/friedberg/status/2011703965143220457

https://x.com/chamath/status/2011197387830935777

https://polymarket.com/event/will-trump-acquire-greenland-before-2027

https://x.com/chamath/status/2011197387830935777

01:10:45•January 17, 2026

Can We Trust the FDA? Marty Makary on Science, Power & Patients

(0:00) Friedberg intros FDA Commissioner Marty Makary

(3:21) Inside the 42 major FDA reforms in 10 months

(7:51) The China Race: Winning back biotech leadership

(13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines

(33:13) Reshaping the failed Food Pyramid

(41:29) GLP-1s and America's Obesity Epidemic

(49:54) Rethinking vaccines from first principles

(59:40) Lowering drug prices, the power of AI for healthcare

(1:18:57) What causes autism?

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https://x.com/adamcarolla

01:29:48•January 15, 2026

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(0:00) David Friedberg introduces Adam Carolla!

(1:32) Palisades Fire one year out: the rebuilding crisis in LA

(7:39) Gyno-fascism and safety culture

(15:49) Media bias and gender dynamics

(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"

(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?

(51:23) Who should be California's next governor?

(58:04) Big Tech, AI, and the 2028 Election

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01:09:49•January 13, 2026

All-In's 2026 Predictions

(0:00) California exodus, asset seizure tax, Besties to Austin?

(12:27) Biggest Political Winner

(17:45) Biggest Political Loser

(32:15) Biggest Business Winner

(40:51) Biggest Business Loser

(49:34) Biggest Business Deal

(56:15) Most Contrarian Belief

(1:03:05) Best Performing Asset

(1:08:02) Worst Performing Asset

(1:15:17) Most Anticipated Trend

(1:21:18) Most Anticipated Media

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