Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

The episode begins with the news of EA's acquisition for $55 billion, marking the largest leveraged buyout in history and prompting a discussion on the challenges facing private equity. The conversation transitions to the IPO market and the emergence of SPAC 2.0. The potential for AI rollups is explored as Sacks joins the discussion. The episode then examines the launch of short-form video apps by OpenAI and Meta, debating whether they're innovative or just "AI Slop." The focus shifts to DeepSeek's new open-source AI model and its implications for the US AI industry. It concludes with a debate on the regulatory landscape, balancing state and federal oversight.

H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law

Chamath shares his experience with Emirates, leading to a conversation on the H1B visa overhaul and its implications for the tech industry. The focus then shifts to autism, exploring the impact of environmental factors and evolving medical practices. The complexities of censorship are examined through the lens of Jimmy Kimmel's suspension and issues surrounding YouTube shadowbanning. Advancements in AI and energy-efficient technology are discussed, followed by an analysis of California's hate speech bill and Gavin Newsom's political trajectory. The episode concludes with closing remarks and acknowledgements.

COVID's Impact on Society, Media Transparency, and Reflections from the All-In Summit

The episode opens with a tribute to Charlie Kirk, setting a reflective tone for discussions on COVID's impact on societal discourse, youth, and political violence. The conversation delves into the role of medication, algorithms, and the ideological underpinnings of extremism. Issues of morality are explored through the lens of the Jimmy Kimmel controversy and broader censorship debates. Shifts in the media landscape and the call for social media transparency are scrutinized. A recap of the All-In Summit highlights themes of economic instability and censorship, with reflections on the summit underscoring the importance of scholarships and fostering open debate.

Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust

David Sacks shares insights from his DC trip and a White House dinner. Chamath discusses pride in the interview with Senator Rand Paul by Sacks and Friedberg. The episode explores the tech industry's stance on Trump, AI Education Task Force, and a White House tour. It examines political support shifts among entrepreneurs and Trump's economic impact. A federal appeals court ruling on tariffs is analyzed, followed by National Guard deployment and job market data. Economic indicators, the Federal Reserve's influence, the Google antitrust case, and market competition are scrutinized. The episode ends with updates on the All In Summit.

Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

The episode kicks off with a lively introduction from the J-Cal Ranch, followed by updates on the All-In Summit and Jason's new program. The discussion then turns to Trump's contentious relationship with the Federal Reserve, questioning its partisanship and envisioning a modernized Fed. The US-Intel deal is analyzed for its sustainability and potential to bolster Social Security, drawing comparisons with China's strategies. The idea of a US Sovereign Wealth Fund is explored, along with the rising trend of corporate bankruptcies projected for 2025. The episode concludes with a look at OpenAI's innovative use of large language models in longevity research.

AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

The episode begins with updates on the All-In Summit, setting the stage for a deep dive into the current state of AI. The discussion examines whether the slowdown in AI enthusiasm signals a bubble or a healthy market correction. Meta's decision to freeze AI hiring is scrutinized, questioning whether this indicates a broader deceleration in the AI talent wars. Political discourse shifts to Gavin Newsom's potential as the early front-runner for the 2028 Democratic presidential nomination. The episode concludes with an analysis of Trump's two summits concerning the Russia-Ukraine conflict, exploring potential outcomes and geopolitical implications.

AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?

The conversation covers to the concept of AI Psychosis, exploring its manifestations and underlying causes. The discussion then delves into the erosion of America's social fabric, examining contributing factors and potential remedies. Attention shifts to the student debt crisis, focusing on incentive structures and possible solutions. The episode also covers Trump's controversial decision to assume federal control of DC police, sparking debates on governance and autonomy. Finally, the state of venture capital is scrutinized, questioning whether it's broken and forecasting its future trajectory.

OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis

The episode begins with introductory updates and a discussion on various topics. The release of ChatGPT-5 is explored, focusing on its economic and energy implications. The conversation shifts to AI dominance, emphasizing the rule of law and the centralization of authority, examining the government's role in fostering innovation. Economic concerns are raised, touching on energy subsidies and the rise of socialism. Geographic mobility and tariffs are discussed, followed by a segment on smuggling NVIDIA GPUs and Apple's approach to stock buybacks and innovation. The episode concludes with entertainment recommendations and information about the upcoming All In Summit.

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

Discussion on nicotine pouches and sponsorships. Highlights from the recent AI summit in DC are shared, including interactions with the president and insights into President Trump's AI policy. The conversation shifts to immigration, H-1B visas, and debates on energy production's role in AI development. Intellectual property issues and AI's impact on creative industries are examined, followed by discussions on AI's role in healthcare, privacy concerns, and professional certification. An economic update covers the Federal Reserve's latest decision and EU-US trade dynamics. The episode wraps up with closing remarks, shoutouts, and a preview of upcoming events.

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

The episode kicks off with lighthearted banter and an introduction of guest Gavin Baker. The conversation delves into tariffs, AI's economic influence, and the potential firing of Jerome Powell. Discussions on US fiscal policy touch on interest rates and deficit management. The idea of a centrist third party is explored alongside AI advancements and their impact on productivity and tech partnerships. Bipartisan efforts in cryptocurrency legislation, AI, infrastructure, and energy production are examined. The reversal of the NVIDIA chip ban and the implications for stablecoins and US Treasuries are discussed. Senator Bill Hagerty speaks on the Genius Act and outlines future Senate priorities, including support for Ukraine.

Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

Chamath kicks off the episode with a story from Lake Como, setting a lively tone. Keith Rabois joins to discuss the evolution of autonomous vehicles, from Pony AI to Travis Kalanick's Cloud Kitchens. An announcement about the All In Summit and Elon Musk's AI ventures leads to a deep dive into AI's architecture and breakthroughs. The conversation covers tech updates, including Perplexity's browser and Musk's political moves. Personal anecdotes, future tech trends, and AI regulation are explored, enriched by listener questions and political insights. The episode wraps up with upcoming events and a nod to sponsor Wealthfront.

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

The episode kicks off with an announcement about the upcoming All In Summit and a recount of a Vegas trip and Jason's rafting adventure. A deep dive into the Senate's "Big Beautiful Bill" leads to a discussion on AI regulation, energy policy, renewable credits, and nuclear energy, with a spotlight on California's energy challenges and the Musk-Trump dynamic. The conversation shifts to federal debt, GDP growth, and the US dollar's decline. Investment trends in data centers and AI's role in higher education are explored alongside tech acquisitions, IPOs, and market trends. The episode examines AI's transformative impact on the software industry and SaaS products before wrapping up with weekend plans.

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

The episode begins with insights on a White House video and the NATO summit, followed by highlights from the All In Podcast party and All In Tequila launch. The focus shifts to the Israel-Iran conflict and its global geopolitical impact. Discussions include Zoran Mamdani's rise, socialism's influence in U.S. politics, and America's future political and educational landscape. The balance between domestic and foreign policy is debated. In the Science Corner, age reversal and gene editing are explored. Tech updates on Starlink and Robinhood, economic insights on inflation and Fed policies, and the impact of AI on copyright and U.S. competitiveness round out the episode.

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

The episode begins with congratulations on new arrivals and reflections on the East Meets West conference, focusing on LA's restaurant recovery. The discussion then turns to AI's transformative impact on the US economy, healthcare, and advertising, with emphasis on Meta's AI investments and historical tech trends. Insights are shared on the Max Seven tech companies and the AI race. Tesla's humanoid robot, NVIDIA's risks, and Apple's tech stagnation are examined. AI's influence on IPOs, market trends, and the SaaS slowdown is discussed, including consumption-based pricing. Chamath's SPAC insights and Thomas Laffont's market analysis delve into AI's workforce impact and Amazon's AI focus. The episode ends with regulatory shifts in crypto, stablecoin debates, f

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

Tucker Carlson joins us to discuss immigration policies, public opinion, and federal enforcement, including National Guard deployment. We explore deportation strategies, assimilation, and the need for high-skilled immigrants, highlighting bipartisan roles. The episode compares Trump and Democrat immigration policies, examines American cities, economic forecasts, and Republican economic orthodoxy. We also cover tariffs, Jerome Powell's predictions, globalist agendas, and the Federal Reserve's political influence. The episode concludes with insights into foreign policy and tensions with Iran.

Jared Isaacman: What went wrong at NASA | The All-In Interview

Jared Isaacman joins David Friedberg to discuss his journey from entrepreneur to space enthusiast, highlighting his ambitions within the space industry. The conversation explores Isaacman's relationship with Elon Musk and his investments in SpaceX, along with his nomination for NASA administrator during the Trump administration. They delve into NASA's bureaucratic challenges, budget constraints, and the Artemis program, comparing it to China's more streamlined approach. The episode examines the private sector's critical role in space exploration, addressing the need for space superiority and efficiency in government spending. Isaacman shares his future plans in space exploration, touching on national debt and Dogecoin speculation.

The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live

Miami Mayor Francis Suarez joins the discussion, sharing insights into the city's remarkable achievements in reducing homelessness and homicides. He outlines the strategic initiatives and policies that have positioned Miami as one of America's happiest and healthiest cities. The conversation delves into the challenges of local overregulation and Suarez's approach to fostering a business-friendly environment. Looking beyond his mayoral tenure, Suarez discusses his future ambitions and potential career paths. The episode concludes with acknowledgments to partners, highlighting the intersection of technology, finance, and governance.

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

This 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.

Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

Nico Rosberg joins the All-In crew to discuss his illustrious Formula One career, including the sport's growth, rivalries, and his decision to retire. The conversation shifts to the impressive ROI and technological advancements driven by Formula One. Nico shares his journey transitioning to venture capital, offering insights into Europe's investment landscape and emerging opportunities. He provides a personal glimpse into his investment strategies and interests. The episode wraps up with closing remarks and an announcement for the upcoming All In Summit, highlighting the convergence of sports, technology, and finance.

Senator Ron Johnson | The All-In Interview

Senator Ron Johnson discusses the US fiscal landscape, tackling budget reconciliation, mandatory spending challenges, and future debt projections. The episode explores discretionary vs. mandatory spending, the debt spiral, and solutions involving interest rates and spending adjustments. Congressional spending motivations, the carried interest loophole, energy policies, and nuclear power are examined. Legislative processes, spending debates, and monetizing federal assets are discussed. Concerns about the conservative movement and representative democracy's sustainability are addressed, along with government productivity, employment, debt hierarchy, asset value, inflation, and the broader US fiscal condition.