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

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01:01:52•April 8, 2026

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

NEW

(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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01:09:22•April 6, 2026

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

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

Referenced in the show:

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

01:20:32•April 3, 2026

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

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

Referenced in the show:

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

01:20:11•March 27, 2026

Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)

(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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00:37:58•March 26, 2026

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

(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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01:37:39•March 23, 2026

How Matt Mahan Thinks He Can Save California

(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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https://rb.gy/tppkzl

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https://x.com/TheZachEffect

#allin #tech #news

01:17:13•March 23, 2026

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

(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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01:06:41•March 19, 2026

John Fetterman: The Rogue Democrat Who Broke Party Ranks

(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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00:45:27•March 18, 2026

Travis Kalanick & Michael Dell Live from Austin, Texas

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on

(5:52) How to automate the physical world, markets to go after

(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race

(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California

(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War

(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders

(43:46) Dell's $50B AI infrastructure bet

(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids

This podcast was recorded LIVE at Arena Hall in Austin, Texas.

Thanks to our partners for making this event possible!:

EY:

Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.

Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

Forge Global:

We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms.

Learn more here: https://forgeglobal.com/who-we-serve/private-companies/

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01:15:56•March 17, 2026

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

(0:00) The Besties welcome Brad Gerstner!

(3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms

(19:18) Off ramp strategies, Gulf state involvement, the China angle

(27:05) Anthropic and OpenAI scaling revenue faster than any company ever

(46:11) AI's PR disaster, open source's future

(1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

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https://www.google.com/finance/quote/BZW00:NYMEX

Referenced in the show:

https://www.cnbc.com/2026/03/11/cargo-ship-struck-strait-of-hormuz-uk-iran-war.html

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26?post-id=cmmnhwyod000l3b6wdinc1dw5

https://www.wsj.com/world/middle-east/ending-iran-war-quickly-carries-big-risks-for-the-u-s-and-allies-60c003de

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

https://x.com/altcap/status/2029223717356879931

https://www.wsj.com/business/energy-oil/iea-proposes-largest-ever-oil-release-from-strategic-reserves-275f4e5c

https://www.wsj.com/opinion/iran-war-oil-operation-epic-fury-mojtaba-khamenei-0d2edb9c

https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-12-26

https://x.com/sentdefender/status/2031827082934665293

https://polymarket.com/event/balance-of-power-2026-midterms

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

https://www.ft.com/content/7cab4ec7-4712-4137-b602-119a44f771de

https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic

https://www.axios.com/2026/03/06/pentagon-anthropic-amodei-apology

https://www.ft.com/content/97bda2ef-fc06-40b3-a867-f61a711b148b

https://x.com/WallStreetMav/status/2032115119879045512

https://x.com/TheChiefNerd/status/2032012809433723158

https://www.nbcnews.com/politics/politics-news/poll-majority-voters-say-risks-ai-outweigh-benefits-rcna262196

https://hai.stanford.edu/news/most-read-the-stanford-hai-stories-that-defined-ai-in-2025

https://x.com/DrTechlash/status/2030734402339365220

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://www.cbsnews.com/news/howard-schultz-starbucks-ceo-leaving-seattle-washington-millionaire-tax/

https://www.politico.com/story/2019/02/13/howard-schultz-2020-taxes-1167363

https://x.com/chamath/status/2032135944284094910

https://www.hoover.org/research/net-present-value-billionaire-tax-act-assessment-fiscal-effects-californias-proposed

https://www.visualcapitalist.com/mapped-which-u-s-states-gained-the-most-residents-in-2025

https://www.sanders.senate.gov/press-releases/news-sanders-and-khanna-introduce-legislation-to-tax-billionaire-wealth-and-invest-in-working-families

01:20:23•March 13, 2026

Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig

(0:53) Atkins on how US markets have changed over his 40 year career

(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules

(8:16) AI trading bots, autonomous hedge funds, and investing with leverage

(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision

(19:15) Prediction markets, insider trading, gray area

(26:56) Trump advocates for changing quarterly earnings to bi-annual

(30:30) Changing the accreditation rules a priority for 2026

(34:56) HFT firms that dominate the futures markets, swap reporting

(40:36) VC fund formation

(46:18) US markets vs the world, crypto classification

(52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

SEC Chair Paul Atkins:

https://x.com/SECPaulSAtkins

CFTC Chair Michael Selig:

https://x.com/ChairmanSelig

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https://airwallex.com/allin

01:00:10•March 11, 2026

Graham Allison on the Global Realignment: Iran, China, Israel, Greenland

(0:00) The Besties welcome legendary Harvard professor Graham Allison

(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security

(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects

(21:07) Israel: Is Netanyahu destroying Israel's democracy?

(24:28) China: Taiwan invasion, trade, and Trump's April meeting

(39:50) Greenland: Importance, deal scenarios, EU socialism angle

(48:58) Nuclear proliferation: 80-80-9 framework explained

(56:20) Rising socialism in America: wealth inequality and political risk

Thanks to our partner Airwallex!

Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

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