Latest Interviews
Showing 1–3 of 3 transcripts.
Clear all filters- All-In Podcast1h 21m
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
Elon, Sam, Friedberg, Jason Calacanis, David Sacks, Chamath Palihapitiya
OpenAI faces mounting structural tensions as it misses 2025 revenue and user targets while CEO Sam Altman pushes for an IPO against CFO Sarah Fryer's caution amidst $600 billion in future compute commitments. The company currently maintains a compute advantage over rivals like Anthropic through excess data center capacity, even as the broader AI sector grapples with power grid bottlenecks and a record $725 billion in hyperscaler capital expenditures for 2026. Concurrently, Elon Musk pursues a $150 billion lawsuit alleging a breach of charitable trust following internal documents revealing plans to remove him before the entity's conversion to for-profit status.
- All-In Podcast1h 30m
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
Trump, Bessent, Elon, Andrew Ross Sorkin, Chamath, Jason, Friedberg
A panel of experts analyzes global market dynamics, noting that recent rallies stem from trade deal expectations rather than Federal Reserve support, while highlighting strategic tensions over China's control of rare earths and its lead in thorium energy research. The discussion extends to foreign policy, where participants advocate for accepting the Istanbul Deal to end the Ukraine war and criticizing the moralistic approach to nation-building. Finally, the group evaluates corporate strategies for Alphabet and Tesla, the fiscal hurdles facing the Department of Government Efficiency, and the regulatory complexities surrounding Nvidia's global supply chain.
- All-In Podcast1h 7m
E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Biden, Elon, Chamath, Tiger Global, Sacks, India
The hosts recount an exhaustive six-day poker marathon in Puerto Vallarta featuring Kevin Hart, alongside a viral social media debate sparked by Chamath Palihapitiya's "Man in the Arena" critique of anonymous critics. The discussion then pivots to US government investigations targeting Elon Musk's companies and President Biden's business dealings, while analyzing shifting Republican primary dynamics and the geopolitical impact of BRICS expansion. Finally, the group previews the upcoming All-In Summit's themed parties and evaluates US nuclear energy capabilities in the context of global competition with China and India.