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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. Jane Street1h 48m

    Why Testing Is Hard and How to Fix It with Will Wilson

    Will Wilson, Ron Minsky

    Antithesis CEO Will Wilson founded the company to solve the non-determinism and state-space explosion challenges that plague traditional testing in complex distributed systems. The platform utilizes hypervisor-level emulation to create deterministic simulations of unmodified software, enabling exhaustive state-space exploration without the need for extensive manual test definitions. This approach has attracted major institutional users like Jane Street, which serves as both a customer and a Series A investor to validate the tool's efficacy in finding critical concurrency bugs and accelerating AI-driven development cycles.

  3. The Diary Of A CEO2h 3m

    Daniel Priestley: AI Will Make Plumbers Earn More Than Lawyers! (2029 PREDICTION)

    Daniel Priestley

    The analysis projects a near-future economic shift where AI disrupts white-collar professions while elevating the value of blue-collar trades, simultaneously triggering a predicted $650 billion data center infrastructure bubble slated for a 2029 financial collapse. Amidst these macroeconomic risks, the event outlines a strategic pivot toward small, defensible lifestyle businesses that leverage human connection and physical interaction to create moats against "AI slop" and algorithmic content saturation. Furthermore, it advocates for an entrepreneurial mindset centered on deep reflection, generalist skills, and the validation of real-world experiences to navigate a landscape where government intervention and potential UBI implementations may coexist with talent flight and systemic market distortions.

  4. Sourcery with Molly O'Shea1h 37m

    Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever

    Gili Raanan, Molly O'Shea, Assaf, Doug Leone, Mike Moritz

    CyberStarts founder Gili Shlomo highlights Wiz's $32 billion valuation as a pivotal moment while warning that the coming decade will usher in autonomous agent warfare that renders traditional human-in-the-loop security measures obsolete. His firm distinguishes itself through a people-first investment thesis that prioritizes founder grit and emotional intelligence over technical pedigree, recently mentoring thirty seed-stage companies toward becoming billion-dollar enterprises. Shlomo projects that this strategy will produce ten new unicorns by year-end, even as he forecasts a volatile interim period where over-provisioned systems and human error create critical vulnerabilities against self-aware threat actors.

  5. The Diary Of A CEO2h 27m

    No.1 Christianity Expert: The Truth About Christianity! The Case For Jesus (Historian's Proof)

    Jesus, Wesley Huff, Stephen Bartlett

    Wesley Huff challenges New Atheism and secular individualism by defending the historical reliability of the Bible and arguing that objective moral values require a divine source. He addresses the crisis of meaning facing modern society, suggesting that the limitations of evolutionary ethics and artificial intelligence will ultimately drive a renewed search for religious purpose and identity. Huff advocates for an evidence-based approach to faith, urging individuals to investigate the Gospels and embrace a relational framework to resolve existential doubt.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. Sourcery with Molly O'Shea1h 40m

    Warren Buffet & Charlie Munger's Greatest Lessons

    Warren Buffet, Charlie Munger, David Senra, Molly O'Shea

    In September 2025, podcaster David Senra pivoted from solo biography reviews to a new deep-conversation format titled "David Senra by David Senra," partnering with Sycom and securing Michael Dell as the presenting sponsor. The series distinguishes itself by targeting entrepreneurs with over a decade of sustained success, utilizing a massive database of 30,000 research notes to facilitate unscripted dialogues that prioritize durable business longevity over transient startup hype. Backed by a strategic rejection of standard advertising in favor of multi-year brand partnerships and a rigorous guest selection process, the show aims to become the definitive archive of wisdom for high-level founders.

  11. 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.

  12. a16z1h 39m

    Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China

    Dylan Patel, Erik Torenberg, Sarah Wang, Guido Appenzeller

    NVIDIA and Intel have established a transformative $5 billion strategic partnership to jointly develop custom data center and PC products, a move that significantly boosted NVIDIA's stock and acknowledged the industry's shift from CPU to GPU dominance. This alliance contrasts sharply with China's aggressive pursuit of semiconductor self-sufficiency, where Huawei navigates US export bans and high-bandwidth memory bottlenecks through domestic innovation and alleged smuggling channels. Simultaneously, hyperscalers like Oracle and AWS are capitalizing on surging demand with massive infrastructure deals and repurposed capacity, while the market faces technical complexities in deploying next-generation Blackwell architectures and optimizing hardware for specific inference workloads.

  13. Sourcery with Molly O'Shea1h 58m

    Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt

    Pete Shadbolt, Jensen Huang, Molly O'Shea

    PsyQuantum has secured nearly $2 billion in funding led by BlackRock, Nvidia, and Jensen Huang, distinguishing itself as the world's largest privately funded quantum computing company with plans to deploy a one-million-qubit system. The firm is constructing massive industrial campuses in Chicago and Brisbane to manufacture ultra-pure photonics at GlobalFoundries, aiming to bypass current hardware limitations and capture value in materials science before achieving cryptographic relevance. By targeting a direct path to commercial utility in drug discovery and energy rather than incremental scaling, the company positions its technology as an essential scientific instrument capable of generating significant revenue by 2027.

  14. All-In Podcast1h 32m

    Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

    Trump, Jason, Chamath, Biden, Warren, Hickenlooper, Friedberg

    The fourth annual All-In Summit brings together venture capitalists and policymakers in Los Angeles to debate the political control of the Federal Reserve following President Trump's firing of Governor Lisa Cook and a government equity stake in Intel. Panelists including David Sacks and Chamath Palihapitiya criticized central bank independence while discussing a potential shift toward sovereign wealth funds and emerging AI-driven breakthroughs in aging research. The event also featured announcements for Foundry University's expansion into Riyadh and highlighted pressing economic challenges such as the commercial real estate debt wall and rising corporate bankruptcies.

  15. The Diary Of A CEO2h 6m

    The Fat Burning Expert: The REAL Reason You’re Not Losing Belly Fat (and How To Fix It Fast!)

    Alan Aragon, Steven

    Renowned nutritionist Alan Aragon outlines a evidence-based framework prioritizing total daily protein intake of 1.6 to 2.2 grams per kilogram as the primary driver for muscle growth, while dismissing meal timing and extreme fasting as negligible factors compared to consistent caloric deficits. The presentation details metabolic adaptation strategies, noting that rapid weight loss often triggers a 200–300 calorie drop in non-exercise activity thermogenesis, and addresses specific physiological challenges like PCOS and menopause through hormone-driven, symptom-focused interventions rather than rigid dietary dogmas. Furthermore, Aragon emphasizes the critical role of psychological prioritization, creatine supplementation, and sustainable lifestyle adjustments to prevent the "collateral fattening" that frequently occurs during aggressive dieting cycles.