All-In Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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.
Key Points
- The release of the Epstein Files, voted nearly unanimously by the House and Senate, could reveal damaging information about various political and social elites, with potential implications for both Democratic and Republican figures.
- Chamath Palihapitiya and Jason Calacanis discussed the future of Tether, highlighting its massive user base and the financial inclusion it promotes, while also acknowledging its challenges with regulatory issues and the potential impact of fluctuating interest rates.
- David Friedberg shared his personal journey from running a venture studio to fully committing as CEO of Ohalo, inspired by a profound realization of his life's purpose after watching the movie "Oppenheimer."
Chapters
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| 10:06 | |
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| 23:50 | |
| 35:25 | |
| 42:51 | |
| 48:57 |
Transcript
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