JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

Naval Ravikant shares insights on podcasting and reflects on successful investments and a new hardware venture. Jason Calacanis reminisces about past experiences. The discussion explores parenting philosophies and JD Vance's AI speech, touching on regulation and technological dominance. Immigration, political viewpoints, and AI's influence on jobs and startups are examined. The race to AGI and global competition are discussed, along with tariffs, trade policies, and supply chain reshoring. A major US AI copyright case and OpenAI's business model are analyzed. Brian Johnson's health routines are highlighted, and RFK Jr and Brooke Rolland's confirmations and Elon Musk's influence are mentioned. Naval concludes with his hardware company updates.

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

The episode begins with a discussion on healthy living and sponsor mentions. Jason shares insights into his NGO work and USAID funding challenges. Antonio Gracias joins to discuss government spending, Dogecoin, Twitter, and zero-based budgeting. The conversation shifts to political philosophy, human rights, and USAID funding scrutiny. They debate crypto regulation, AI competition with China, and Trump's policies. Legal issues for Dogecoin and Trump's tax plan are covered, along with insights into NGOs, venture capitalism, and Google's AI investments. The episode concludes with AI's job impact, GLP-1 receptor agonists, Chamath's health journey, and health advice.

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

Travis Kalanick joins the discussion to delve into the future of Cloud Kitchens and the potential of food automation. The conversation shifts to David Sacks' experiences in DC and the implications of the DeepSeek AI model. The episode explores OpenAI's valuation, competitive landscape, and the evolving AI ecosystem. The ongoing US-China tech trade war and its export controls are analyzed. The group examines DOGE initiatives and Trump's political strategies, before turning to Waymo's advancements and challenges in the autonomous vehicle industry. Economic topics include the Federal Reserve's actions, national debt concerns, and government spending. The episode concludes with reflections on a tragedy in DC and aviation safety.

Ray Dalio | The All-In Interview

Ray Dalio joins David Friedberg to discuss critical economic issues, including government debt, Bitcoin, and the risks of war. They explore the implications of rising US federal debt and the Federal Reserve's influence on interest rates and inflation. Dalio introduces his book, "How Countries Go Broke," delving into the mechanics of national debt and historical analyses. The conversation covers credit systems, debt servicing challenges, and indicators of a debt crisis. Dalio shares insights on global debt levels, wealth preservation through diversification, and strategies for economic stability. They also address AI's social implications, potential civil conflict, and the historical context of political and military challenges.

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

Thomas Laffont joins the conversation as the group dives into discussions on executive orders, industry leadership, and key takeaways from a weekend with top podcasters. They tackle government inefficiency, spending priorities, and insights from Ray Dalio's latest book. The discussion shifts to Trump's executive orders, Davos, and TikTok's valuation amidst government involvement, with a focus on US strategy and private market implications. They explore January 6th pardons, AI infrastructure, and the necessity of nuclear energy. The episode touches on Netflix's societal impact, personal meditation experiences, and the evolving crypto landscape. Sacks reflects on inauguration weekend memories and his new role before closing thoughts.

Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna

In this episode, David Friedberg joins Lex Fridman before Tom Emmer discusses party politics and challenges. Topics include Social Security, cryptocurrency regulations, Trump's immigration policies, and the Democrats' border security stance. The role of the House Whip, Senate hearings, and California's resource management are explored. The Democratic Party's identity crisis, Biden's tech oligarch stance, and TikTok's impact are debated. Ro Khanna offers insights on Democratic priorities, while bipartisan views on nuclear energy and Musk's defense criticism are shared. The episode wraps up with discussions on immigration and Puerto Rico's statehood.

Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland

In this episode, Jason Calacanis and the panel welcome Senator Ted Cruz for a multifaceted discussion. They explore the history of the "Come and take it" flag, compare Texas and California's entrepreneurial landscapes, and discuss immigration and Senate challenges. Cruz shares thoughts on bipartisan strategies, enhancing prosperity, and Trump's potential second term. They also delve into DOGE's challenges, ideology versus party dynamics, and Senate confirmation hearings, concluding with Trump's geopolitical strategies.

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

The episode begins with Chamath's Florida trip and guest Mark Pincus sharing insights from early investments and a transformative moment. They discuss skepticism towards Democrats, media trust, and political dynamics, including Mark's lunch with President Biden. The future of the Democratic Party and populism are debated. Following a Los Angeles tragedy, California's price control policies and real estate market recovery are scrutinized. The conversation touches on surge pricing, city dynamics, and innovations. They explore TikTok's potential acquisition, US-China relations, and economic shifts, including MBA hiring declines. AI's impact on management and education is examined. Mark's UFO documentary idea adds intrigue before closing remarks.

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

Cyan Banister joins the conversation as the group dives into the ongoing wildfire crisis in Los Angeles, examining the systemic failures and leadership issues contributing to the devastation. They discuss the challenges of insurance and rebuilding, emphasizing the need to reclaim effective governance. The discussion shifts to Mark Zuckerberg's pivot to a free speech model at Meta, replacing third-party fact-checkers with Community Notes. NVIDIA's consumer-focused announcements at CES spark interest in potential market impacts and emerging verticals. The episode takes a lighter turn with a discussion on Trump's Greenland ambitions and a conspiracy corner exploring theories about the builders of the pyramids.

2025 Predictions with bestie Gavin Baker

In this episode, Gavin Baker from Atreides Management joins the discussion as the group kicks off with a recap of their ski trip. Political predictions for 2025 are explored, along with Chamath's insights on progressivism and the influence of money in politics. The conversation shifts to business, with predictions for the biggest winners and losers in 2025, debates on stablecoin regulation, and updates on valuations and TV deals in pro sports. The episode delves into autonomous drones, industry consolidation, and the impact of AI on employment. The hosts share their most contrarian beliefs and predictions for assets, consumer decision-making, and anticipated trends. The episode concludes with speculation on federal debt, UFOs, and extraterrestrial life.

The All-In Holiday Spectacular

The episode begins with a lively discussion on specialty drinks and an introduction to the NESKY Awards. The conversation transitions to recent AI developments, highlighting NVIDIA's role in the AI revolution and updates from OpenAI. A financial review is interspersed with comedic elements, providing a light-hearted take on current economic trends. The NESKY Awards take center stage, with categories covering business and political winners and losers, humorous acknowledgments of financial missteps, and standout CEOs and investors. The awards continue with new products, startups, flops, and notable moments in media and sports. The episode wraps up with reflections on technology and global prosperity, gratitude to the team, and warm holiday wishes.

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

In this episode, Aaron Levie joins as the new fifth bestie, and allin.com is launched. The discussion covers AI regulation, the Biden administration's proposals, crypto regulation, stablecoins, and payment systems. The hosts critique the omnibus spending bill, government inefficiencies, and consider spending cuts, referencing Elon Musk. Biden's cognitive state and bill review improvements are also discussed. A conspiracy corner delves into drone sightings over New Jersey. The episode shifts to OpenAI, AI market competition, and AI commoditization's impact on software development. It concludes with insights into AI advancements, Google's AI strategy, and warm holiday wishes.

Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois

Keith Rabois joins the conversation, sharing insights into his return to Khosla Ventures and drawing comparisons with Founders Fund. He also discusses his husband Jacob Helberg's involvement in the Trump administration. The episode delves into the business acumen and diversity of opinion within Trump's cabinet. Google's latest quantum chip and its implications for encryption and cryptography are explored. The discussion shifts to Apple's development of a new server chip for AI inference, alongside challenges with iOS and concerns about the company's product culture. TikTok faces a critical deadline after a court ruling supports the "divest-or-ban" law. The state of venture capital, Stripe's private status, and crypto trends round out the episode.

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

The episode kicks off with an exciting announcement before welcoming guests Gavin Baker and Joe Lonsdale. Discussion centers on the "Trump Bump," highlighting debt, deregulation, and America's favorable position in the global landscape. The conversation shifts to Trump's nomination of Paul Atkins as SEC Chair, replacing Gary Gensler, and its implications for cryptocurrency and other markets. Michael Saylor's Bitcoin strategy, defense technology advancements, and the U.S.-China competition in AI are examined. The hosts delve into xAI's ambitious GPU cluster expansion and the potential impact of Grok 3 on AI scaling laws. The episode concludes with reactions to the shocking murder of UnitedHealth's CEO.

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

The episode begins with lighthearted banter, sponsor shoutouts, and housekeeping. It dives into a Wall Street Journal op-ed on Dogecoin, featuring a Milton Friedman clip. Jason expresses skepticism about Doge, while Chamath discusses its economic impact and regulatory challenges. They explore reform proposals, referencing Argentina's deregulation and comments from Elon and Vivek. Inflation, fiscal sustainability, and deregulation communication are discussed, along with political shifts and California's regulatory landscape. The Ukraine-Russia conflict's financial and human costs are examined. In the Science Corner, epigenetic memory, obesity, and health routines are highlighted. The episode wraps up with playful banter and closing remarks.

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

The episode begins with Chamath's travel plans and a post-election analysis, featuring political banter and a holiday party update. It then covers Bitcoin's surge, finance stock trends, and Trump's crypto policies. Market dynamics, the economic outlook, and risk assets are examined, followed by insights into crypto regulation and legislative prospects. The discussion also covers venture capital trends, Chamath's M&A outlook, Warren Buffett's strategy, and fintech risk appetite. Additional topics include Trump's media lawsuit, pharma advertising, and San Francisco's political shifts, culminating in the FBI raid on Polymarket's CEO. The episode concludes with an analysis of Trump's team building and anti-war voices.

Trump wins! How it happened and what's next

The episode begins with lighthearted intros and a discussion on Trump's election victory. Announcements include a holiday party and Jason's experience at Mar-a-Lago with David Sacks. Topics include the Democratic Party's shortcomings, alternative media's role, and democracy's cyclical nature. Inflation's impact on elections and legacy media's decline are analyzed. The discussion covers individual candidates, party policies, and media collusion. Trump's performance and potential cabinet picks are evaluated, along with concerns about neocons and Elon Musk's media strategies. Disappointments in Obama, Trump's policies, government transparency, and potential reforms are considered, alongside state elections, California politics, and abortion laws.

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

The episode begins with Halloween greetings and details about upcoming events like a holiday spectacular and election night livestream. It covers US GDP growth, government spending concerns, and the impact of the prime rate on the economy and real estate. Google's earnings and potential tech monopoly issues are discussed, along with a public spectrum auction and declining media trust. The role of podcasts in politics and Kamala Harris's influence via search algorithms are debated. An election update includes early voting trends, election integrity, and voter ID debates. The episode compares voter fraud to credit card fraud and discusses national voter ID. Closing thoughts wrap up the conversation.

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

The episode begins with a lighthearted segment involving Chamath's whereabouts, a cashmere mix-up, and wine choices. The conversation shifts to market trends, focusing on bonds and gold. David Sacks delves into inflation, fiscal policy, and investment strategies during inflationary periods. The evolving perspectives of young investors and Gen Z's career goals are discussed, alongside portfolio adjustments and Bitcoin's role. A comparative analysis of equities and bonds in inflationary contexts follows. The episode examines government spending's impact on the economy and political campaigns. Starbucks' strategic hurdles and Apple's customer issues are highlighted. The episode concludes with casual banter, sponsor mentions, and acknowledgments.

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

The episode begins with Supergut's launch at Target and an election livestream event. It examines Poly Market's reliability versus traditional polls and the impact of recent interviews on elections, including Kamala Harris's performance and JD Vance's views. Media biases and election integrity are debated. Updates on Tesla and SpaceX, including Starlink's growth, are shared. The potential Uber-Expedia acquisition and the future of super apps are explored. The episode also covers big tech's nuclear power investments and geopolitical impacts, advancements in nuclear safety, Trump's political fallout, and a California Coastal Commission controversy.