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.

Hurricane fallout, AlphaFold, Google breakup, Jayter's Ball, VC giveback, TikTok survey

The episode begins with upcoming events, then examines the impact of Hurricane Milton and climate change on real estate and insurance. It explores the Nobel Prize in chemistry's tech implications, Google's antitrust issues, and big tech's future. The venture capital market is analyzed, focusing on fund returns. TikTok's role as a news source is debated amid national security concerns. Updates on the 2024 election and political strategies are provided, alongside insights into the startup ecosystem, social media, and the tech industry. Poker strategies are briefly discussed, followed by a sponsor segment from Wealthfront, and concludes with closing remarks.

Ingo Uytdehaage, Adyen | All-In Summit 2024

Adyen Co-CEO Ingo Uytdehaage joins the conversation, discussing Adyen's competitive edge over Stripe. The episode delves into the challenges and strategies for building and scaling a tech company in Europe, with insights into Adyen's expansion into India. Ingo shares thoughts on stablecoins, financial deplatforming, and the role of AI in fintech, including the potential of open-source solutions. The discussion also covers the complexities of offering services in authoritarian countries, leveraging data for economic forecasting, and the dynamics of working as a Co-CEO.

Flying Cars Have Arrived! eVTOL Panel- Archer, Joby, Wisk | All-In Summit 2024

In this episode, David Friedberg introduces a panel focused on the evolving eVTOL industry. The discussion features insights from Joby Aviation, Archer Aviation, and Wisk Aero, highlighting their unique approaches and innovations. Key consumer issues such as liquidity, scalability, and pro-eVTOL regions are examined. The panel delves into autonomous flight technology, redundancy, pilot necessity, and handling edge cases. Acoustic challenges, network creation through scale, marketing strategies, and battery technology are explored. The conversation wraps up with predictions on the commercial availability of eVTOLs and navigating FAA regulations.

Dave Ricks, CEO of Eli Lilly | The All-In Interview

David Friedberg engages in a conversation with Eli Lilly CEO Dave Ricks, exploring the global obesity epidemic and the discovery of GLP-1s. They discuss the effects of GLP-1s on various human functions and delve into the commercial aspects of drug discovery, including pricing strategies. The episode addresses criticism and research surrounding GLP-1 dependency, as well as the company's stock performance and political pressures tied to successful drugs. Dave Ricks shares insights on Eli Lilly's diverse drug portfolio beyond GLP-1s and the scientific advancements that excite him. The episode concludes with a discussion on scaling and influencing culture in a company with over a century of history.

In conversation with Mark Cuban

The episode introduces Mark Cuban as the honorary fifth bestie, exploring his political activism, voting history, and advice to Donald Trump. Cuban offers a comprehensive assessment of Trump's presidency, discussing his response to BLM riots, foreign policy, and energy policies impacting inflation. The conversation evaluates the Biden-Harris administration's performance, including border policies and Kamala Harris' role. Cuban shares views on international conflicts and federal debt, recounts interactions with the SEC on crypto regulation, and discusses his sale of the Mavericks and focus on Cost Plus Drugs. The episode concludes with Cuban's future plans, his relationship with Elon Musk, and closing remarks.

Juan Carlos Izpisua Belmonte, Altos Labs | All-In Summit 2024

This episode introduces Altos Labs and their quest to reverse aging, akin to a modern search for the fountain of youth. We delve into their groundbreaking research using Yamanaka factors to reverse aging in mice, exploring potential impacts on age reversal and disease treatment. The discussion covers organ rejuvenation and eliminating unhealthy cells, cellular reprogramming, and how exercise influences gene expression. We also explore market opportunities for cellular reprogramming technologies, concluding with insights into Altos Labs' organizational structure, funding, and the balance between research and product development.

Jake Loosararian, Gecko Robotics | All-In Summit 2024

In this episode, Jason Calacanis talks with Jake Loosararian from Gecko Robotics about robotics and infrastructure. Jake discusses Gecko's wall-climbing robots designed for asset maintenance and safety. They explore AI's role in robotics and manufacturing, Gecko's military collaborations, and strategies for emissions reduction and infrastructure renewal. The conversation covers customer engagement in the robotics market and overcoming challenges in infrastructure modernization. Jake also shares insights on balancing specialized and generalized robotics, the future with API platforms, and the investment landscape for deep tech, emphasizing infrastructure safety concerns.

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

In this episode, Jason opens with an emotional segment before diving into OpenAI's $150 billion valuation and ChatGPT-4 insights. Chamath discusses his appearance on the Joe Rogan Experience, leading to a conversation on AI's impact on knowledge work and OpenAI's shift from nonprofit to for-profit. The episode explores tech innovations like Apple's iOS 18, Meta's AR glasses, and ambient computing. They also discuss a blue-collar boom versus tech job decline and an education market correction. The conversation touches on geopolitical tensions, including the Middle East conflict and Ukraine war, wrapping up with light-hearted banter and closing remarks.