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  1. All-In Podcast1h 10m

    E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

    Calacanis, Friedberg, Chamath Palihapitiya

    Hosts Jason Calacanis, Chamath Palihapitiya, and David Sacks analyze California's historic 0% snowpack and the resulting grid instability, warning that Governor Gavin Newsom faces a potential September recall if wildfire and heat crises escalate. The discussion expands to San Francisco's crime and governance issues, specifically detailing the controversy surrounding District Attorney Chesa Boudin and the "vitocracy" of bureaucratic hurdles blocking nuclear and desalination solutions. Finally, the group evaluates the declining efficacy of the Pfizer vaccine against the Delta variant, concluding that while boosters will likely be required, a return to lockdowns is unnecessary despite the virus's spread in unvaccinated populations.

  2. All-In Podcast1h 26m

    E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more

    Jason, Sacks, Robinhood, GPs, Trump, Dems, Lina Khan, Sha'Carri Richardson, Kamala Harris, DeSantis, Judge, Amazon, Facebook, CNN, Google, Politico, CNBC, NYT, Twitter, FINRA, SEC, FTC, Olympic, Republican, Democratic, Chamath, Calacanis, Friedberg, Maggie, Trvrb

    Jason Calacanis and his All In podcast co-hosts resolved a public feud over moderation airtime by unblocking David Sacks and refocusing on the show's content amidst a broader discussion on Robinhood's IPO, regulatory fines, and the Delta variant's transmission dynamics. The panel examined the dismissal of the FTC's antitrust lawsuit against Meta, debated the political implications of the Allen Weisselberg indictment and the 2024 Republican field, and criticized the Olympic Committee's suspension of Sha'Carri Richardson for marijuana use as bureaucratic overreach. Through these topics, the group highlighted a shared consensus on the need for pragmatic policy shifts, ranging from economic self-regulation in fintech to a rejection of zero-risk societal standards in public health.

  3. All-In Podcast1h 20m

    E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more

    Calacanis, Friedberg, Antonio Garcia Martinez, Eric Adams, Graham Allison, Jesse Bloom, Chamath Palihapitiya, David Sacks, Jay Cal

    Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg debated the tension between nuanced discourse and definitive takes while analyzing Eric Adams' projected New York mayoral victory as a rejection of progressive "woke" politics. The hosts also examined conflicting evidence regarding COVID-19 origins, specifically Jesse Bloom's discovery of removed genomic data, and diverged on antitrust legislation targeting Apple's App Store monopoly. Concluding with personal updates and a promotional pitch for exclusive fan access, the episode emphasized the hosts' belief that market forces and moderate candidates will ultimately prevail over regulatory overreach and online activism.

  4. The Diary Of A CEO1h 24m

    Mary Portas: How To Stop Living A Life That Isn't True To You | E85

    Mary Portas

    Retail expert Mary Portas discusses the transformative journey from a grief-stricken childhood to a mid-life spiritual awakening, which led her to found the "Kindness Economy" movement. She advocates for a business model that prioritizes human connection and vulnerability over relentless growth, urging leaders to dismantle the "alpha energy" that suppresses intuition and compassion. Her upcoming book, *Rebuild*, codifies this philosophy as a necessary societal shift to protect high streets and foster mental well-being against the corrosive effects of modern consumerism.

  5. All-In Podcast1h 28m

    E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

    Jon Stewart, Chamath, Calacanis, Friedberg, Lina Khan, Stephen Colbert, Obama, David Sacks

    FTC Commissioner Lina Khan was confirmed by a 69-28 Senate vote, initiating a policy shift from consumer welfare standards to market power analysis that targets major platforms like Amazon and Google with structural breakups. While experts Sacks and Thiel agree that monopolies threaten innovation and competition, they debate whether this new regulatory approach risks hyper-politicization or effectively liberates human capital for startups. The discussion further spans urgent civil liberties concerns regarding secret DOJ subpoenas against tech firms, allegations of pandemic-era censorship double standards, and the critical need for controlled burns to manage California's record-breaking wildfire crisis.

  6. Milken Institute1h 30m

    California: The Post-COVID Future of Work

    Jackie Botts, Sarah Bohn, Rob Lapsley, David Lesher, Matt Horton, Aleida Ramirez, Lorena Gonzalez

    Co-hosted by CalMatters and the Milken Institute's California Center, this panel examined how California's post-pandemic economic recovery is exacerbating racial and income inequalities despite a $75.7 billion budget surplus. Moderator Jackie Botts facilitated discussions among policymakers like Assemblymember Lorena Gonzalez, who advocated for treating child care as public infrastructure, reforming the EDD to prevent fraud, and prioritizing trade apprenticeships over traditional college degrees. The event concluded with a consensus on structural reforms for 2030, including unionized service-sector wages, expanded safety nets, and legislative changes to support remote work and essential workers who cannot telecommute.

  7. All-In Podcast1h 8m

    E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood

    Calacanis, Friedberg, Sacks, Brian Armstrong, Biden, Chamath Palihapitiya

    Hosts Jason Calacanis, David Friedberg, Chamath Palihapitiya, Rain Man, and David Sacks convened to discuss the geopolitical implications of the Wuhan lab leak theory and the strategic necessity of decoupling US pharmaceutical manufacturing from China. The group analyzed the fragmentation of the global internet, the erosion of traditional media through direct-to-consumer models, and the emergence of biotech breakthroughs like KRAS-targeting therapies and CAR-T treatments. Concurrently, the episode outlined a shifting fiscal landscape marked by rising national debt, aggressive tax reforms, and the consolidation of media assets by Big Tech as traditional telcos retreat to infrastructure roles.

  8. Milken Institute1h 2m

    The Future of Everything: How Technology is Changing the World

    Staci Warden, Michael Milken, Rajeev Misra, Drhuv Saxena, Yakir Gola

    Hosted by Stacey Worden, this session features Milken Institute Chairman Mike Milken alongside SoftBank CEO Rajiv Misra and CEOs Drew Saxena and Yakir Gola to analyze how the pandemic accelerated global technological transformation in supply chains, healthcare, and finance. The discussion details significant operational shifts, such as ShipBob's infrastructure for small e-commerce businesses and GoPuff's micro-fulfillment network, while highlighting how reduced costs of capital and AI integration are lowering barriers for new market entrants. Panelists conclude that digital adoption and remote work trends are permanent, creating enduring value in life sciences and human capital despite emerging supply chain congestion.

  9. All-In Podcast1h 23m

    E32: Behind the scenes of Elon hosting SNL, CDC failures, America's real-time UBI experiment & more

    Elon, Chamath, Calacanis, Friedberg, Jason, Stanley Druckenmiller, David Sacks

    David Sacks detailed Elon Musk's culturally impactful *SNL* appearance and a viral monologue joke, while also criticizing CDC guidance on outdoor transmission and alleging political collusion with teachers' unions. Macroeconomic analysts Stanley Druckenmiller and Sacks condemned federal overstimulation and California's misallocated surpluses as drivers of inflation and labor shortages. The conversation further explored a potential "Netscape moment" for synthetic biology, highlighting breakthroughs in stem cell therapy and nitrogen-fixing microbes alongside critiques of traditional media's declining influence.

  10. All-In Podcast1h 22m

    E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more

    Caitlyn Jenner, David Sacks, David Friedberg

    David Sacks and Chamath Palihapitiya critique pandemic-era policies for relying on excessive conservatism that hindered economic recovery and eroded public trust, while highlighting the critical link between obesity and mortality. The discussion further outlines a shifting political landscape driven by a bipartisan consensus on antitrust enforcement, predicting the breakup of major technology monopolies by 2030 to address threats to democracy. Concluding with observations on local governance, the hosts contrast the safety and reopening trends in Austin against San Francisco, citing the Caitlyn Jenner gubernatorial campaign as a focal point for redefining public safety priorities.

  11. All-In Podcast1h 24m

    E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more

    Biden, Chamath, Calacanis, Friedberg

    President Biden's proposal to nearly double capital gains taxes for earners over $1 million triggered immediate market volatility and sparked debate among podcast hosts David Sacks, Chamath Palihapitiya, and Jason Calacanis regarding its potential to stifle investment and accelerate wealth migration to lower-tax states. While the trio universally agreed the Derek Chauvin verdict was supported by evidence, they also analyzed SEC regulatory shifts impacting SPAC accounting and critiqued media sensationalism alongside ongoing concerns about global COVID-19 variants and vaccine efficacy. Ultimately, the discussion highlighted a broader critique of federal fiscal deficits and government spending inefficiencies, contrasting them with market-based returns and the specific governance failures highlighted in the recent WeWork documentary.

  12. All-In Podcast1h 19m

    E29: Coinbase goes public, direct listings vs. IPOs, unions & more with Bestie Guestie Brad Gerstner

    Brad Gerstner, Chamath, Calacanis, David Sacks, Friedberg, Bezos, Drew Holden, Josh Hawley

    Brad Gershner, David Sacks, and panelists analyze direct listing advantages over traditional IPOs, citing Grab's $1 billion in savings and predicting 10-20% growth equity retracements due to normalization of Treasury yields. The discussion critiques union inefficiencies through Amazon's failed Alabama vote, while Sacks outlines a potential California gubernatorial campaign targeting teachers' unions and economic migration caused by regulatory hostility. Furthermore, the group argues that institutional trust has collapsed regarding pandemic responses and media coverage, advocating for decentralized financial alternatives and a private "Invest America" initiative to replace government stimulus.

  13. All-In Podcast1h 21m

    E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & more

    Chamath, Friedberg, Biden, David Sachs, Jason Calacanis

    In a comprehensive market overview, analysts detail the SPAC bubble's contraction characterized by deal retrading and a valuation surge in the private sector, while simultaneously examining the $20 billion Archegos collapse caused by hidden derivative leverage. Broader macroeconomic discussions highlight the U.S. debt-to-GDP ratio exceeding 130% amidst massive fiscal spending proposals, alongside political debates on wealth taxation and the philosophical tension between freedom and equality. The session concludes with public health updates on vaccine efficacy and logistical announcements regarding upcoming live events and a collective four-way investment by the podcast hosts.

  14. All-In Podcast1h 14m

    E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

    Chamath, Calacanis, Friedberg, Jason, David Sacks

    Hosts David Sacks, Chamath Paliyhapa, and David Freeberg engage in a wide-ranging economic and geopolitical debate, where Paliyhapa argues inflation stems from lower-income consumption while Sacks defends historical growth metrics and warns of runaway inflation. The discussion extends to corporate and infrastructure news, covering the fragility of global supply chains highlighted by the Suez Canal blockage, Microsoft's potential $10 billion acquisition of Discord, and legislative concerns regarding mining bottlenecks in the US. Throughout the episode, the hosts blend personal banter and podcast poll results with substantive analysis on trade agreements, vaccine distribution strategies, and the strategic implications of decentralized social media protocols.

  15. Milken Institute1h 2m

    Lessons Learned from COVID-19: Are There Silver Linings for Biomedical Innovation?

    Esther Krofah, Francis Collins, Richard Moscicki, Ellen Sigal, Janet Woodcock

    Hosted by Faster Cures, a webinar convened NIH officials and industry leaders to analyze the COVID-19 pandemic's acceleration of biomedical innovation, highlighting achievements such as the ACTIV partnership's master protocols and the RADx initiative's diagnostic scaling. The discussion detailed how the crisis forced a shift toward competitive collaboration, decentralized trials, and the successful achievement of diverse vaccine trial enrollment, while simultaneously exposing critical infrastructure gaps in clinical trial execution and real-world data integration. Panelists concluded with a consensus that emergency-driven reforms must be institutionalized through permanent policy changes and public-private partnerships to sustain preparedness for future health threats.