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  1. All-In Podcast1h 38m

    Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

    Michael Intrator, Aravind Srinivas, Arthur Mensch, Daniel Roberts

    Michael Moritz, Arvind Srinivasan, Arthur Mensch, and Daniel Roberts discussed the structural evolution of the AI industry, where CoreWeave's securitized financing model, Perplexity's neutral agent-based OS, Mistral's open-source enterprise specialization, and Iron Mountain's energy-first infrastructure strategy are redefining market access. The participants emphasized that while hardware supply remains critical, the primary bottlenecks have shifted to power availability, skilled labor, and the need for sovereign data handling in vertical-specific applications. These strategic pivots collectively aim to accelerate the transition from experimental research to large-scale commercial inference and autonomous agent deployment across diverse sectors.

  2. All-In Podcast1h 47m

    Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

    Prince Andrew, Reid Hoffman, David Sacks, Saagar Enjeti, Michael Tracey, Kevin Bass

    Host David Sacks moderated a solo episode featuring Sagar, Michael Tracy, and Kevin Bass to examine conflicting perspectives on the Jeffrey Epstein files, ranging from claims of an elite impunity class to arguments that the narrative is a financially driven mythology. The discussion detailed specific controversies, including Prince Andrew's unrelated arrest, discrepancies in Reid Hoffman's contact history with Epstein, and debates over the legal validity of the "over 1,000 victims" figure and associated settlement structures. Participants concluded by contrasting the view of a coordinated global criminal enterprise against the assertion that the story represents mass hysteria fueled by litigation incentives and political weaponization.

  3. All-In Podcast1h 57m

    Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next

    Friedberg, CZ, Chamath

    Changpeng Zhao, a Chinese-born entrepreneur who co-founded Binance in 2017 after pivoting from a Shanghai IT startup, served a four-month federal prison sentence in 2024 following a guilty plea to banking secrecy violations. His legal resolution involved a significant sentence reduction, leading to his immediate release to the UAE and a full presidential pardon in early 2025 that facilitated the company's renewed U.S. operations. Post-release, Zhao has shifted focus toward AI-driven crypto education and infrastructure development, prioritizing non-speculative utility while emphasizing emotional stability and consistent execution in his business philosophy.

  4. All-In Podcast2h 15m

    The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

    Jeremy Allaire, George Kurtz, Adam Goldstein, Chase Lochmiller, Mike Green

    In a discussion featuring Jeremy Allaire of Circle and Brian Armstrong of Coinbase, industry leaders forecast that 2026 will mark a pivotal shift toward institutional stablecoin adoption driven by new regulatory frameworks and falling interest rates. Concurrently, security experts like George Kurtz highlight how AI has accelerated cyber threats while aviation pioneers such as Adam Goldstein of Archer Aviation anticipate commercial VTOL operations by summer 2026 following accelerated federal certification. Meanwhile, Crusoe's Chase Locke Miller details a strategic pivot to energy-abundant regions, securing massive AI infrastructure capacity through stranded renewables and small modular reactors to support the surging demand from hyperscalers.

  5. All-In Podcast1h 35m

    Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!

    Brian Armstrong, Andrew Feldman, Jake Loosararian, Jason Calacanis

    At a recent World Economic Forum panel, industry leaders Brian Armstrong, Andrew Feldman, and Jake Lucerarian detailed a strategic shift toward regulatory compliance, hardware acceleration, and industrial robotics. Armstrong outlined how new U.S. stablecoin legislation and favorable administration policies are driving institutional adoption, while Feldman described Cerebras's Wafer-Scale Engines as a critical solution to power and latency bottlenecks facing AI infrastructure. Simultaneously, Lucerarian highlighted how Gecko Robotics is leveraging proprietary data and government defense contracts to automate high-value physical inspections, underscoring a convergence of AI, energy constraints, and tangible economic infrastructure.

  6. All-In Podcast1h 31m

    All-In's 2026 Predictions

    Chamath, Jason Calacanis, David Friedberg, David Sacks

    A group of prominent tech investors and founders, including David Sacks, Jason Calacanis, Chamath Palihapiti, and David Friedberg, discussed their 2026 economic, political, and business forecasts following Sacks' relocation to Austin amid concerns over California's proposed wealth tax. The panel projects a 4.5% to 6% U.S. GDP growth driven by the "Trump Boom" and productivity surges while predicting significant market disruptions such as the collapse of traditional SaaS models and a surge in IPOs for private giants like SpaceX and Stripe. Additionally, the conversation addressed emerging trends in deal-making and media, with participants anticipating a shift toward IP licensing agreements, the rise of citizen journalism, and potential geopolitical resolutions in Ukraine and Iran.

  7. All-In Podcast1h 43m

    Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

    Nick Shirley, Friedberg, Chamath Palihapitiya

    Independent journalist Nick Shirley's viral investigation exposed approximately $110 million in potential fraud within a single Minnesota daycare and healthcare case, revealing a broader $9 billion entitlement scandal driven by fictitious enrollments and a patronage system. While federal prosecutors have characterized the scheme as "industrial scale" and DHS Secretary Kristi Noem has dispatched agents to inspect facilities, the report also raises contentious allegations regarding political panderings by Governor Tim Walz and accusations that funds may support international terrorist organizations. This exposé has sparked national debate over systemic government waste, with predictions that similar trillions in unaccounted funds could be uncovered nationally by 2026, potentially reshaping the fiscal priorities of upcoming elections.

  8. All-In Podcast1h 39m

    Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes

    Tucker Carlson, Nick Fuentes, Charlie Kirk, Chamath, Jason, Friedberg

    Paramount's $108 billion hostile takeover bid for Warner Bros. Discovery, backed by the Ellison family's equity and Middle Eastern funds, currently holds a slight edge over Netflix's rejected $83 billion offer in betting markets, though the WBD board has already publicly accepted the lower streaming-focused proposal. Concurrently, the discussion expands to geopolitical strategies involving Nick Fuentes' rise as a shock jock fueled by bot networks, the economic risks and infrastructure needs of AI adoption, and Tucker Carlson's critiques of NATO and recent US foreign policy actions. Industry leaders debate whether antitrust regulators can effectively handle these massive consolidations while analyzing the societal implications of identity politics and the potential for government overreach in a rapidly digitizing world.

  9. All-In Podcast1h 34m

    Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia

    Elon Musk, Sydney Sweeney, Bill Gates, Chamath, Friedberg, Jason Calacanis

    Host David Sacks and his team launched "Disgracia Corner" to critique virtue signaling while detailing X's transition from fragile legacy heuristics to an AI-driven Grok algorithm capable of processing 100 million daily posts. The episode further chronicles the platform's three-year post-acquisition turnaround, which eliminated massive operational waste and reinstated banned accounts despite regulatory friction, alongside strategic updates on Tesla's corporate governance, FSD deployment, and a re-evaluation of climate solutions emphasizing solar dominance over fusion.

  10. All-In Podcast1h 34m

    Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power

    Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power, Jacob Helberg, Jake Loosararian, Paul Buchheit, Laura DeVerdinas, Matt Troutman, Julie Nordberg, Sean, Paul Bluhite, Keith Raboy

    The Trump administration has established winning the global AI race against China as a primary national security priority through an executive order mandating a nine-month action plan focused on deregulation, domestic infrastructure, and ecosystem expansion. This strategy leverages federal data and energy resources while rewriting Small Business Administration rules to facilitate industrial re-industrialization and support "physical AI" deployments across manufacturing and healthcare. Key outcomes include projected productivity jumps in defense and logistics, a surge in small business technology adoption, and a workforce shift toward upskilling blue-collar technicians rather than displacing workers.

  11. All-In Podcast1h 48m

    12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

    Zohran Mamdani, Andrew Cuomo, Chamath, Jason, Friedberg

    Mark Ruto's private launch of the All-in Tequila, featuring poker-chip-inspired packaging and barrels aged in American oak, coincided with a deep dive into President Trump's "Operation Midnight Hammer" against Iran's nuclear sites and the surprising primary victory of socialist candidate Zoran Mamdani in the New York mayoral race. The discussion further examined Federal Reserve interest rate debates amid record NASDAQ highs, legal rulings establishing that AI pre-training on copyrighted text constitutes legal fair use, and breakthrough research from China demonstrating significant age reversal in monkeys via FOXO3 gene expression.

  12. All-In Podcast1h 53m

    IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

    Thomas Laffont, Dave Friedberg, Jake Howell, Jason Calacanis, Chamath Palihapitiya, David Sacks

    Meta is aggressively pivoting to artificial intelligence by spending billions on talent, including $100 million signing bonuses for OpenAI executives and a 49% stake acquisition in Scale AI, while aiming to hire former GitHub CEO Nat Friedman. This industrial shift coincides with a surge in US M&A activity driven by regulatory changes and the passage of the GENIUS Act, which establishes clear stablecoin regulations to foster financial innovation. Simultaneously, market leaders are navigating a transition where AI-driven productivity increases revenue per employee, prompting workforce adjustments at Amazon and Microsoft as the economy moves from general AI concepts toward super-intelligence capabilities.

  13. All-In Podcast1h 42m

    Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?

    Tucker Carlson, Jason, Friedberg, Chamath Palihapitiya, David Sacks

    Following severe civil unrest in Los Angeles triggered by ICE raids on a Home Depot and fashion wholesaler, Governor Gavin Newsom, Mayor Karen Bass, and President Trump engaged in a federal-state confrontation involving National Guard deployments and curfew orders while commentators like Tucker Carlson and David Sacks debated the constitutional implications of sanctuary policies. The discussion expanded to cover robust economic indicators, including 3.8% GDP growth and tariff revenue surges, alongside fierce arguments between hosts regarding the Federal Reserve's interest rate trajectory and the strategic merits of the "Big Beautiful Bill" reconciliation package. Simultaneously, the panel analyzed escalating Middle East tensions with Israel and Iran, while personal segments addressed the recent friction between Elon Musk and Donald Trump and the upcoming All-In Summit.

  14. All-In Podcast1h 37m

    Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

    Trump, Ben Shapiro, Phil Hellmuth, Jason Calacanis, Chamath Palihapitiya, David Friedberg, David Sacks

    Hosts Jason Calacanis, Chamath Palihapitiya, and Ben Shapiro issued a formal apology to poker legend Phil Hellmuth for previously making false claims about his relationship with Timothée Chalamet and his status among Hollywood elites. Concurrently, the discussion detailed President Trump's Middle East trip, which secured approximately $2 trillion in investment deals while signaling a foreign policy shift toward commerce over interventionism. The panel also examined domestic issues including a proposed tax bill projected to add $4.1 trillion to the deficit, state bans on cellular meat, and an executive order aiming to slash pharmaceutical prices by 30 to 80 percent through a "Most Favored Nation" mechanism.

  15. All-In Podcast1h 36m

    Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

    Philippe Laffont, Jason, Friedberg, Chamath Palihapiti, Jake Allen

    During the Miami F1 Summit and Shiso Restaurant visit, hosts of the *All In* podcast engaged with high-profile guests like Sergey Brin and Tony Robbins while highlighting a $19,000 dining incident where owner Chamath waived the bill. The team outlined logistical plans for the 2025 All-In Summit in Los Angeles and analyzed complex macroeconomic factors including Federal Reserve rate decisions, tariff impacts, and antitrust regulations. Furthermore, the discussion detailed the launch of KOTU Management, a new $1.3 billion interval fund backed by Bezos and Dell families designed to invest in a "new Mag 7" across AI, robotics, and autonomous transport sectors.