AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
E230 • May 31, 2025 • 90 minsThis episode begins with an announcement of the All-In Summit and delves into AI's multifaceted impact. The discussion covers AI doomerism, safety concerns, economic repercussions, and societal changes, including job displacement. It explores AI fundraising, existential risks, and the politics of AI regulation and global governance. Automation's deflationary benefits and AI's role in economic growth and productivity are examined. The conversation also touches on AI's influence on management, US-China AI competition, and fiscal policy. Chamath and Jason discuss GDP, energy policy, and the steel industry, ending with debates on strategic industry intervention, Social Security reform, and critiques of political leadership and spending.
Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
E229 • May 24, 2025 • 94 minsThe besties dive into the bond market chaos and the implications of the GOP's decision to abandon DOGE. The conversation then covers Trump's legislative success with his bill passing the House. Google's advancements in AI search and their strategy to diversify revenue are examined, followed by OpenAI's significant acquisition of Jony Ive's design startup. David Sacks shares insights from his Middle East trip, focusing on AI diplomacy and datacenter deals. The Science Corner highlights a CRISPR breakthrough, and the episode concludes with a conversation on how increased energy production could address America's fiscal challenges.
Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 21, 2025 • 29 minsAntonio Gracias joins to discuss the intricacies of government systems and potential solutions for simplifying their complexity. The conversation touches on DOGE updates and how Elon Musk's recruitment strategies attracted top-tier engineers, sparking ideas for improving civil service models. The discussion shifts to voter fraud, examining the implications of illegal immigrants participating in elections and the development of a zero-defect voting system. The episode also delves into immigration reform in the US, highlighting challenges and proposing strategies for more effective policies. The episode wraps up with insights on governance and systemic improvements.
Sergey Brin, Google Co-Founder | All-In Live from Miami
May 20, 2025 • 33 minsIn this episode, Sergey Brin joins to discuss the rapid advancements in AI and its implications across multiple industries. The conversation explores the exponential growth of AI, focusing on its transformative impact on sectors such as robotics and programming. A debate ensues on the merits of specialized versus general AI models and the dynamics between open and closed source approaches. The discussion also delves into the future of human-computer interaction, AI's evolutionary role, and advancements in AI hardware and voice interfaces. Sergey Brin concludes with insights on accessing Gemini AI models, followed by announcements for the upcoming All In Summit in Los Angeles.
Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro
E228 • May 17, 2025 • 97 minsIn this episode, the discussion kicks off with an announcement about the All In Summit and a lively poker debate. Ben Shapiro joins to delve into Trump's Middle East strategy, exploring the Abraham Accords and media narratives. Chamath discusses global influence, focusing on the Belt and Road Initiative and economic dynamics. The conversation shifts to the Qatar plane controversy and the US-China trade deal, touching on regulatory parity and tariffs. Economic topics include consumer behavior, the GOP's tax bill, and fiscal policies. The episode also tackles environmental concerns, cellular meat bans, and healthcare costs, concluding with reflections on US fiscal challenges and responsible spending.
Sundar Pichai, CEO of Alphabet | The All-In Interview
May 16, 2025 • 62 minsIn this episode, Sundar Pichai, CEO of Alphabet, discusses his career journey and AI's transformative impact on Google. Topics include the Innovator's Dilemma, AI evolution, and innovations in Google Search. The conversation covers the competitive AI landscape with insights on Gemini AI, ChatGPT, and Meta AI, as well as Google's AI strategies involving TPUs and NVIDIA. Pichai also touches on LLMs, YouTube data, hardware investments, and the global AI scene, including China's advancements. The episode concludes with reflections on Google's cultural shifts, COVID-19's impact, and Alphabet's innovation strategy.
Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
E227 • May 9, 2025 • 96 minsThe episode begins with a recap of a restaurant experience and the Miami F1 event before introducing guest Philippe Laffont. Discussion includes the All-In Summit announcement, Federal Reserve rate decisions, and economic indicators. Tariffs, trade deals, and their market impact are explored, followed by insights into Microsoft's AI developments and Google's antitrust issues. Philippe Laffont shares views on top companies, IPOs, and venture capital trends, discussing new fund structures and tech investing strategies. The episode concludes with the "MAG seven" and recent news, ending with a look at the Pelosi index performance.
Doug Burgum | All-In in DC!
May 6, 2025 • 52 minsIn this episode, the discussion begins at Sabine Pass with an exploration of the Cheniere LNG facility's historical context. Doug Burgum joins to discuss energy policies, emphasizing energy security and the global impact of US versus China's energy production. The conversation covers initiatives and challenges in energy technologies and regulatory frameworks, alongside America's financial health and leveraging natural resources. Coastal restoration and the decline of the mining industry are assessed, focusing on the country's natural resources. Reflections on political leadership and technological inefficiencies in government are shared, concluding with appreciation and closing remarks.
Brooke Rollins | All-In in DC!
Bonus • May 4, 2025 • 50 minsIn this episode, Brooke Rollins joins David Friedberg to discuss her background and role in the Trump administration, as well as the launch of the America First Policy Institute. They delve into food security, national security, and the impact of taxpayer dollars on sugary drinks. Rollins shares insights from her first hundred days at the USDA, exploring challenges and reforms in the SNAP program. The conversation covers lobbying, political leverage, and policy-making in agriculture, emphasizing food security as a national concern and American farmers' perspectives. They also address labor shortages, immigration issues, innovation in agriculture, and regulatory frameworks protecting farmers' interests.
Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
E226 • May 3, 2025 • 95 minsIn this episode, Aaron Levie from Box and Ryan Petersen from Flexport join the discussion. The team speculates on whether Sacks is back before diving into an analysis of Trump's first 100 days in office. The conversation shifts to global trade disruptions and how businesses are adapting to the evolving tariff landscape. They also explore Amazon's inconsistent stance on tariff pricing features and the associated national security implications. The discussion then transitions to AI, including the potential exponential growth of AI capabilities. The episode concludes with insights from the guests on how these developments impact their industries and the broader economic landscape.
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
E225 • Apr 26, 2025 • 90 minsIn this episode, Andrew Ross Sorkin joins the discussion, starting with an All In Summit announcement. The conversation covers the market rally, economic conditions, and media narratives. Trade negotiations, regulatory parity, and national security are examined, along with Ken Griffin's remarks and globalism's impact on trade. Apple's manufacturing shift to India and geopolitical strategies are explored. The Ukrainian conflict, Alphabet's, and Tesla's earnings are analyzed, including Elon Musk's management of Doge and US deficit issues. The science corner discusses thorium reserves and energy production, concluding with Sorkin's experiences and insights.
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
E224 • Apr 19, 2025 • 99 minsIn this episode, Tim Dillon dives into US-China trade, focusing on technology and NVIDIA export restrictions. The discussion touches on Trump's trade policies, the gig economy, AI, and chip sales. Harvard's funding, meritocracy, and free speech issues are explored, including DEI's impact on power structures and comedy. The episode covers Hollywood's content changes, Chamath's Federal Reserve appointment, the Ukraine war, and media narratives. Friedberg shares insights, and the science corner highlights mitochondrial health. The episode wraps up with talk of George Clooney, White Lotus, and podcast crossover ideas.
The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
E223 • Apr 11, 2025 • 122 minsIn this episode, the conversation kicks off with reactions to Trump's strategic decision to target China by postponing other reciprocal tariffs. The discussion evaluates success measures for tariffs and debates the consequences of China's entry into the WTO. The question of whether the US is being exploited in trade agreements and if free trade was a misstep is explored. The team assesses the likelihood of a recession and the Trump administration's methods for information gathering. Shifting focus to politics, the future trajectory of the Democratic Party and the concept of an abundance agenda are examined. The episode concludes with reflections on a recent debate and Chamath's insights from the Breakthrough Prize Ceremony.
DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
E222 • Apr 4, 2025 • 114 minsAntonio Gracias delves into social security fraud, asylum applications, and unauthorized voting, sparking a debate on immigration policy and its electoral impact. The discussion shifts to the economic fallout of leaving California, Trump's tariffs, and their effects on corporate debt and deregulation. Insights into welfare, military spending, and historical tariffs are shared. The episode explores global economic shifts, AI's role in strategy, and onshoring jobs. Ben Shapiro discusses politics, education, and tariffs, while Chamath shares investment ideas and insights into Daily Wire's revenue. Reflections on the US economic landscape and innovation close the episode.
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 • 110 minsDive into the creator economy's impact on society and business in this episode. Featuring Andrew Schultz, the discussion covers investing in friendships and handling tough conversations. Guests Colin Rosenblum, Samir Chaudry, and Chris Williamson explore media evolution, YouTube's influence, and content strategies. Topics include podcast dynamics, streaming trends, AI in content creation, reality TV, podcasting, and educational content. Learn about podcast monetization, ad ethics, content scaling, and the studio vs. independent creator model. Discover Spotify's video approach, psychedelics in therapy, Bryan Johnson's health practices, and insights into consumer-packaged goods, events, self-education, food safety, and an AMA with Bryan Johnson.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
E221 • Mar 29, 2025 • 88 minsGavin Baker rejoins the conversation, diving into NVIDIA's financial landscape and the implications of CoreWeave's IPO. The episode explores the resurgence of M&A and IPO activities, and the competitive landscape between the US and China in AI development. Discussion touches on China's efforts to develop its own NVIDIA-like capabilities. The team also examines the current administration's tariff strategies and potential outcomes. SignalGate is analyzed for its context and repercussions, followed by a discussion on El Salvador's deportation policies. The episode provides a comprehensive look at these pressing economic and geopolitical issues.
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
E220 • Mar 22, 2025 • 91 minsCyan Banister and David Sacks join the discussion, kicking off with insights from the Besties' recent visit to Washington, D.C., including White House encounters and cabinet interviews. The conversation shifts to the M&A landscape, highlighted by Google's $32B acquisition of Wiz, with Tim Walz sharing thoughts on Tesla's position. A deep dive into the Google/Wiz deal explores its implications for venture capital, return on invested capital, and cloud market advantages. The episode also examines tensions between the Treasury and the Fed, bond market dynamics, and deregulation impacts on consumers. The discussion wraps up with a look at space exploration, contrasting SpaceX's efforts with China's lunar ambitions.
Howard Lutnick | All-In in DC!
Bonus • Mar 21, 2025 • 105 minsChamath Palihapitiya and David Friedberg welcome Commerce Secretary Howard Lutnick to discuss his extensive career and his long-standing relationship with President Trump. Lutnick shares insights on transitioning from business to politics, including his role in Trump's transition team and the origins of DOGE. The conversation delves into economic strategies such as budget balancing, GDP improvement, and the historical context of tariffs and global trade. They explore innovative government software, AI developments, and the strategic use of a Sovereign Wealth Fund. Lutnick also reflects on his family's reactions to his political role, providing a personal touch to his professional journey.
Scott Bessent | All-In in DC!
Bonus • Mar 19, 2025 • 73 minsChamath and Friedberg share their recent experiences in Washington D.C. before welcoming Treasury Secretary Scott Bessent. Bessent provides insights into his journey from equities to macro investing, highlighting a legendary trade against the Bank of England in 1992 and its implications for today's economic tensions between Main Street and Wall Street. The discussion shifts to the Trump Administration's economic strategies, focusing on deregulation, the Fed relationship, and debt refinancing. They explore topics such as DOGE, IRS changes, and re-engineering social security via a US Sovereign Wealth Fund. The episode concludes with reflections on affordability challenges and President Trump's influence.
Fixing the American Dream with Andrew Schulz
E219 • Mar 15, 2025 • 99 minsComedian Andrew Schulz joins the crew. Friedberg kicks off with a brief Science Corner on fertility advancements. The team discusses Gavin Newsom's podcast, debating its strategic purpose. They then examine the current tariff experiment, its risks, and communication hurdles. The conversation shifts to the broken American Dream, proposing housing market solutions and social security reforms. They also discuss boosting stock market participation to align financial incentives. Schulz shares his comedy journey, leveraging YouTube for success. The episode wraps up with reflections on America, conspiracy theories, and thoughts on Trump and DOGE.