Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

The episode opens with introductory remarks and a sponsor acknowledgment. The conversation shifts to the release of Epstein files, exploring their connections, political implications, and financial origins. The discussion moves to Tether and stablecoins, analyzing potential legislative impacts. Brad Gerstner joins to discuss the AI bubble, Nvidia's performance, and Michael Burry's short bet. The episode examines Google's Gemini 3 and the competitive AI landscape, including OpenAI's trust challenges. Insights into investing, fund management, and Friedberg's CEO role follow. A poker segment features guest Alan Keating. The episode concludes with a Vegas wrap-up and a tease for exclusive content.

Michael Burry's Bet, Housing Crisis Solutions, H1-B Visas, and the Impact of Solar Storms

The episode begins with a discussion on Michael Burry's recent short bet and CNBC's reporting errors, highlighting the need for improved financial literacy. The conversation critiques short selling practices and evaluates Palantir's market valuation. Updates on Chamath's recent activities segue into a holiday party announcement. The focus shifts to the housing affordability crisis, examining the government's involvement and the impact of student debt. A debate on the H1-B visa program's influence on the workforce follows. The episode explores the implications of coronal mass ejections and the evolving dynamics of tech migration and global living. It concludes with reflections on new societal concepts and wrap-up remarks.

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Brad Gerstner joins to discuss OpenAI and Chamath's suggestions, focusing on federal bailouts for AI and public-private partnerships. The episode contrasts China's AI advancements with U.S. regulatory challenges. An All-In holiday extravaganza announcement leads into stock market and economic analysis, touching on Trump's approval ratings, youth unemployment, and AI's societal impact. Corporate efficiency, layoffs, housing regulations, and Mamdani's recent victory are explored. The episode concludes with debates on billionaire bans, city governance, and Founder University's expansion.

Elon Musk: 3 Years of X, OpenAI Lawsuit, Bill Gates, Grokipedia & The Future of Everything

The episode kicks off with an introduction to Disgratia Corner, exploring the impact of algorithms on information sharing. The discussion highlights Grok's potential to transform search engines and surpass Wikipedia. The anniversary of Twitter's acquisition sparks a debate on free speech in social media. Attention turns to Tesla, examining board dynamics and corporate governance. The conversation delves into AI's impact on job markets and advancements in Tesla's autonomous vehicles. Climate change discussions feature insights from Bill Gates and Elon Musk on solar panels, nuclear energy, and fusion. The episode wraps up with lighthearted banter and reflections.

NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias

The episode opens with a discussion on California's proposed wealth tax and its constitutional challenges, exploring the broader implications of the state's tax policies on its residents. The conversation shifts to the Democratic party's role in shaping tax strategies. A look into the NBA gambling scandal follows, examining its potential impact on sports integrity. Polymarket and poker game dynamics are analyzed for their effects on market and game fairness. The focus turns to Amazon's influence on the cloud market and Alphabet's strategic future investments. AI's economic impact is debated alongside Tesla's Q3 earnings. The episode also delves into AI biases, discussing the need for regulation. It concludes with wrap-up remarks and goodbyes.

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

The episode opens with insights from Dreamforce, discussing San Francisco's current state and Marc Benioff's recent remarks. The conversation shifts to US-China trade, focusing on the rare earth industry and the broader implications of economic decoupling. The analysis delves into the complexities of trade negotiations and the potential consequences for global tech, particularly in chip production and energy sectors. A debate ensues on AI's influence on job markets, economic structures, and societal perceptions. The episode concludes with reflections on the discussions and closing remarks.

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

The episode kicks off with an introduction followed by a discussion on Robinhood's stock performance amid the Israel-Hamas ceasefire, analyzing its potential implications. The focus then shifts to Chicago, examining the National Guard's role in maintaining public safety. The conversation broadens to national politics, exploring deportations, Trump's potential return, and evolving political strategies. The AMD-OpenAI partnership is highlighted, reflecting on AI investment trends. Market dynamics are scrutinized, including recent corrections, a gold rally, and China's strategic maneuvers. The rise of Polymarket is discussed as a new frontier in professionalizing crowd wisdom. The episode wraps up with closing remarks and congratulations.

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.