Trump’s Superintelligence Summit, AI Governance, Data Centers, and Midterm Politics
E291 • Oct 2, 2026 • 82 minsThe episode starts with Starlink, stealth aircraft detection, and the Trump-led superintelligence summit, then moves into how the White House gathered rival AI leaders into a superintelligence accord. The discussion covers audits, enforcement, traceability, compute regulation, data center power needs, and whether AI governance should be industry-led or globally centralized. It also hits defense, cybersecurity, open-source proliferation, and domestic energy as national security infrastructure. The back half shifts to the economy and politics: jobs, GDP, inflation, rates, diesel, Europe’s budget strain, midterm odds, Polymarket, and longer-range realignment forecasts.
Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs
Sep 30, 2026 • 53 minsThe episode opens with social media fame, Vine’s collapse, and how the attention economy shaped a career path into boxing, with talk of UFC, MVP, and building fast. It then moves into angel investing, the anti-fund approach, and pushback from celebrity investor circles, before shifting to politics, women’s boxing, and what comes next. The back half brings in the Chainsmokers’ music origin story, Vegas residency, streaming’s effect on the music business, and live touring economics. It closes on venture investing, brand value, founder selection, follow-ons, liquidity, growth funds, and secondary markets.
Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential
Sep 28, 2026 • 51 minsThe episode opens with Daniel Ek’s Spotify origin story, from music piracy and tense label negotiations to the company’s U.S. launch and early scaling. The conversation then shifts to his move into healthcare and the founding of NECO, with a focus on chronic disease, prevention, and using smartphones, sensors, and AI for predictive care. They dig into NECO’s end-to-end checkups, early results, dermatology use cases, wearables, and the challenge of funding preventive care in the U.S. The back half covers AI’s impact on healthcare and music, open source and compute, Spotify’s podcasting strategy, and lessons from Ek’s early startup years in Sweden.
Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails
E290 • Sep 25, 2026 • 94 minsThe episode opens with All-In Summit highlights, a surprise Trump call, and early sponsor chatter before turning to AI panic and the question of whether AI firms should be treated like ordinary corporations with real liability and governance. The group debates free-market competition, cybersecurity, rapid model releases, open-weight proliferation, and the shrinking moat around AI products. They also cover pricing pressure, IPO challenges, Anthropic’s safety messaging, open-source and Chinese competition, enterprise hedging, and regulatory risk. The back half moves to political reactions from Sanders, Trump, and Obama, plus AI agents, app store disruption, Amazon’s response, privacy concerns, alignment, data center bottlenecks, and Anthropic’s research labs.
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
E289 • Sep 11, 2026 • 96 minsThe episode opens with controversy around Anthropic, including a researcher resignation, political backlash, and criticism of the company’s internal contradictions. The discussion moves through media coverage, a canceled podcast appearance, IPO and SEC disclosure risks, and the legal complications facing AI firms. From there, the group digs into AI doomerism, regulatory motives, recursive self-improvement, open source models, and decentralization risks. They then cover an OpenAI math breakthrough, data leakage, enterprise trust, and the case for on-prem AI under privacy laws. The episode closes with Nike’s brand troubles, lessons on excellence, and All-In name history plus Summit updates.
OpenAI vs. Anthropic, AI Bubble Euphoria, Hugging Face Hack, and the Fight Over AI Regulation
E288 • Sep 4, 2026 • 92 minsThe episode opens with a birthday celebration, a presidential letter, and fresh ChatGPT/AGI chatter before moving into the race between OpenAI, Anthropic, Grok, and Gemini. The group weighs soaring startup valuations, Instinct’s rise, and dot-com bubble parallels, then shifts to founder advice on selling shares, raising capital, and timing. They cover San Francisco real estate, the All-In Summit, and an OpenAI/Hugging Face security incident involving exposed keys and agentic code. The discussion turns to AI regulation, cyber defense, media hype, open vs. closed models, data centers, school bans, AI tutoring, and Venezuela oil politics.
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
E287 • Aug 28, 2026 • 97 minsFriedberg interviews Eric Weinstein, exploring heterodox thinking in science. The discussion shifts to China's AI optimism, the Robot Olympics, and the capabilities of Grock Bot. Earnings from NVIDIA and Salesforce are analyzed, focusing on Salesforce's strategy and Benioff's leadership. The conversation covers the future of SaaS, AI integration, and the impact of AI agents on jobs. NVIDIA's open source acquisitions and the convergence of business models are discussed, followed by bond strategy and government spending challenges. The episode also touches on state bankruptcies, media's influence, and the Ukraine-Russia conflict. Instagram's parental controls, Moderna's cancer vaccine breakthrough, and pharmaceutical pricing are also covered.
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
E286 • Aug 21, 2026 • 91 minsJoin us as Dario Amodei responds to Gavin Baker, sparking a deep dive into AI criticism and regulatory capture. Chamath questions the AI doom narrative, while Friedberg addresses AI safety and transparency. We explore self-regulatory organizations, challenges in sharing AI models, and public opposition affecting regulations. Dive into the debate over open vs. closed source AI models, their job market impact, and Zuckerberg's AI job creation vision. We also cover Dario Amodei's motivations, Andreessen Horowitz investments, midterm polling, government spending's economic impact, corporate America's role in democratic socialism, historical parallels, executive orders, and housing crises.
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
E285 • Aug 15, 2026 • 100 minsJoin Gavin Baker as he delves into SpaceX's investment landscape and recaps a Rahm Emanuel interview. Discover Anthropic's IPO news, revenue growth, and AI market expectations. Explore AI's potential, data center demands, and media misconceptions. Dive into Mark Zuckerberg's AI manifesto, discussing centralized vs. decentralized control and government regulation. Debate AI as a nuclear threat and its impact on jobs. Get insights on NVIDIA's AI financing, Amazon's legal challenges, and the rise of socialism in response to capitalism. Plus, announcements for the All In Summit.
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Aug 14, 2026 • 72 minsRahm Emanuel shares insights from his time with Clinton and Obama, reflecting on America's global influence. The discussion covers China's economic and technological strategies, tensions in the Middle East and Taiwan, and strategies to counter China's aggression in the Indo-Pacific. European immigration policies and their effects are analyzed, along with Trump's foreign policy and the US immigration debate. The Dignity Act and its political implications are considered, followed by discussions on government spending, inflation, and education reform. Fiscal responsibility, deficits, and minimum wage challenges round out the conversation, concluding with Emanuel's views on the Democratic Socialists of America.
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
E284 • Aug 8, 2026 • 75 minsBrad Gerstner discusses major shifts at Google, focusing on AI staff changes and strategy. The episode explores Microsoft's AI infrastructure, Polymarket's market predictions, and Google Cloud's growth. It also covers trends in AI token pricing, SpaceX's financials, and Starship and Starlink's market impact. Elon's risk-taking, infrastructure advantages, and a potential Anthropic IPO are analyzed. The episode includes All In Summit 2023 highlights, Airtable's acquisition, and China's use of US data for AI training. Open source models and competitive advantages are explored in closing remarks.
China Outbuilds America 230-to-1. Saronic Has a Plan
Aug 6, 2026 • 48 minsDino Mavrookas and Vib Altekar join to discuss Ceronica's mission and the recent autonomous ship rescue. They delve into the strategic importance of U.S. shipbuilding compared to China and the challenges faced. Ceronica's innovative products, naming conventions, and the advantages of autonomous ships are explored. Criticisms surrounding production efficiency and vertical integration are addressed. The conversation shifts to business strategy, the Department of Defense, and securing the Strait of Hormuz. Ethical considerations of AI in naval defense and selling to allies are debated. The episode concludes with a discussion on rebuilding the American shipbuilding workforce and the future of defense technology.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
E283 • Aug 1, 2026 • 97 minsJason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg explore market volatility and chip stock fluctuations, discussing high-risk investing's psychological and global effects. They examine federal spending, inflation, and geopolitical market influences. The conversation shifts to AI's impact on productivity, China's strategic role, and renewable energy, including nuclear fusion's potential in the U.S. They address AI regulation, security, market dynamics, leadership psychology, and the open vs. closed source AI debate. The episode also covers NYC's city-owned grocery stores and the intriguing link between brain neurons and AI consciousness.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
E282 • Jul 25, 2026 • 94 minsJason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg dive into the ongoing battle to protect open source AI, examining the challenges posed by Kimi K3's market panic and the potential for regulatory capture by Anthropic and OpenAI. They analyze Anthropic and OpenAI's unprecedented growth, alongside China's strategic patience in the AI race. The conversation turns to Anthropic's $1.5B piracy settlement, highlighting the contradictions in intellectual property theft accusations. They also discuss the impact of rising AI capital expenditures on Google and Tesla's stock performance. The episode concludes with a discussion on the implications of eviction policies on private property rights.
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
E281 • Jul 18, 2026 • 90 minsIn this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg delve into AI regulation, starting with Demis Hassabis's proposal for industry self-regulation and the role of self-regulatory organizations. They discuss Stripe and Advent's potential bid for PayPal and the implications for digital business futures. The conversation shifts to antitrust concerns, focusing on Apple's lawsuit against OpenAI and SpaceX's data leak. They explore AI ecosystems, model cost management, and the value of open models, alongside Apple's M7 Ultra and distributed data centers. The episode concludes with insights from Senator McCormick's summit, Anthropic's regulatory funding, and a Science Corner segment on biotech advancements.
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
E280 • Jul 10, 2026 • 102 minsIn this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and Brad Gerstner explore the latest in AI and tech. They discuss the AI Commission in Geneva, IPOs like SpaceX and OpenAI, and the challenges of enterprise AI investment. The rivalry between OpenAI and Anthropic is analyzed, along with a case study on Uber's AI deployment. The conversation covers sovereign AI, open-source adoption, Meta’s AI initiatives, and global AI model restrictions. They conclude with insights into philanthropy, estate planning, and the tech industry's role in addressing economic disparity.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
E279 • Jul 3, 2026 • 102 minsIn this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg explore the intersection of AI and geopolitics, focusing on Palantir and NVIDIA's partnership and its implications for sovereign AI. They discuss the balance between open-source models and proprietary data, risks of partnering with big tech, and AI's impact on jobs and automation. The conversation also covers robotics, US export controls, cybersecurity, immigration policy, and Supreme Court decisions on birthright citizenship. The episode concludes with an announcement of the All In Summit and upcoming events.
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
Jun 29, 2026 • 61 minsNate Silver joins Jason Calacanis and David Friedberg to discuss California's ballot counting issues, focusing on late-mail surges, ballot harvesting, and why the U.S. lags behind India in counting speed. They dive into the Democrats' internal struggles, examining the divisions between the left, abundance liberals, and Newsom's "resistance lib" base. The conversation shifts to the 2028 election strategy, highlighting anti-oligarch messaging and demographic shifts. They explore how algorithmic social media fuels polarization and offer predictions for the 2026 midterms. The episode concludes with a look at Newsom's declining poll numbers and Silver's 2028 bet on AOC.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
E278 • Jun 26, 2026 • 102 minsIn this episode, Jason Calacanis, Travis Kalanick, Gavin Baker, Chamath Palihapitiya, and David Sacks tackle hot topics including NYC mayor Mondami, the DSA, and AI as an economic equalizer. They explore the societal immune system, the influence of communism and socialism, and generational disillusionment with the DSA. The group debates a potential social media ban for minors and critiques communism and progressive policies. They also discuss shifting views on Israel in the Democratic Party, China's open-source AI progress, US responses, AI hardware challenges, upcoming IPOs, and Anthropic's valuation, concluding with Gavin Baker's art piece.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
E277 • Jun 19, 2026 • 85 minsIn this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg dive into a range of pressing topics. They open with discussions on social media, travel, and American politics before Chamath shares personal insights on individual liberty and economic mobility. The conversation shifts to wealth creation, highlighting SpaceX's IPO and Cursor acquisition. They explore labor, capital, and the tension between innovation and obsolescence. The episode critiques government monopolies and examines US intervention in Anthropic’s AI model. The hosts discuss AI competition, the role of open ecosystems, and public fears of job loss. Closing with thoughts on the Iran deal, the episode offers a blend of deep analysis and engaging discourse.





