Latest Interviews
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Clear all filters- All-In Podcast18 min
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
Brad Gerstner, Chamath, Jason, DavidSacks, friedberg
Current market gains are driven by a narrow AI infrastructure supercycle where semiconductor earnings have surged despite contracting valuations, raising questions about whether revenue can justify trillions in capital expenditure. While top AI labs project massive revenue growth to sustain this build-out, the speaker warns that permitting delays, power grid constraints, and potential interest rate hikes create significant risks to the 2026 capacity forecasts. Consequently, the investment strategy has shifted from a broad supercycle bet to a conditional stance that adjusts exposure based on actual lab revenue execution and macroeconomic stability.
- All-In Podcast7 min
The Brutal Truth About Jerome Powell & Future Rate Cuts - David Friedberg
Jerome Powell, David Friedberg, Chamath, Jason, Gavin
Market expectations have shifted toward a Federal Reserve pause, while the 30-year Treasury yield has surged to 5%, signaling a critical shift where annual debt interest costs on the $36 trillion national debt could nearly double to $2 trillion. This escalation challenges the efficacy of short-term monetary policy, as historical data shows the deficit remains constrained by sustained high borrowing costs rather than just central bank actions. Analysts conclude that addressing this fiscal crisis requires a "virtuous cycle" driven by specific structural changes, such as spending restraint, revenue generation through tariffs, and tax reforms, to eventually lower long-term yields and prevent interest payments from eclipsing major federal expenditures.
- All-In Podcast10 min
Leaked tapes: Sacks vs. Jason origins | All-In After Party on Callin
Sacks, Jason, Chamath, Calacanis, Friedberg, Dylan, Henry, J.K.L., Tucker, Ringo
During a recent "All-In" episode, panelists David Sacks, Henry Blodget, and David Pakman publicly criticized host Jason Calacanis for aggressive, non-even-handed interruptions that forced complex arguments into soundbites while allowing Chamath Palihapitiya to speak without constraint. In defense of his style, Calacanis claimed the chaos prevents boring segments and drives the show's top ratings, a tension that necessitates the panelists' editing work to reconstruct coherent narratives. The discussion further covered Calacanis's beta app "Call In," a dispute over the financial compensation for editors, and an unresolved debate regarding the establishment of specific time limits for uninterrupted speaking.