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  1. All-In Podcast1h 36m

    AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse

    Chamath, Jason, David Sacks, Nick, Freeberg, Sachs, Sax, Jamal, Jake, Zach, Shasha, Dario, Gavin, Jensen, Phil Hummuth, Nikesh

    Podcast hosts characterize a coordinated campaign involving whistleblower Jacob Coxson and Anthropic executive Evan Hubinger as a strategic psyop designed to manufacture existential AI fears, thereby justifying the creation of a Federal Department of AI that would secure a regulatory duopoly for incumbent firms. This alleged narrative, which claims a greater than 10% probability of human extinction by 2030, simultaneously faces legal scrutiny regarding Anthropic's pending IPO and creates liability risks as leadership amplifies claims of inherent danger while attempting to attract public investors. Concurrently, the hosts argue that such "doomer" rhetoric serves as a mechanism for regulatory capture that stifles open-source innovation and threatens US competitiveness, a stance contrasted by industry leaders like NVIDIA's Jensen Huang who dismiss the extreme risk assessments as outlandish.

  2. Dwarkesh Patel1h 37m

    AI researchers debate how close we are to recursive self-improvement

    John Schulman, Charlie O’Neill, Beren Millidge

    Experts predict that while AI will function as full-time remote workers within three years, exponential takeoff before 2036 remains unlikely due to persistent generalization bottlenecks and sample efficiency gaps that prevent narrow benchmarks from scaling to broad real-world domains. The prevailing consensus suggests current architectures will plateau under diminishing returns on scaling, forcing a reliance on distillation and human-defined objectives rather than recursive self-improvement to drive the projected tenfold researcher productivity gains. Consequently, a dominant "ASI" model capable of mastering every cognitive and physical field is forecast only within five to ten years, contingent on overcoming fundamental barriers in non-cumulative task learning and environment creation.

  3. The Diary Of A CEO1h 40m

    Man Who Owns 4% Of All Bitcoin: His Final WARNING To Everyone Who Doesn't Own It | Michael Saylor

    Michael Saylor, Steven

    The speaker leveraged artificial intelligence to engineer a novel financial instrument that secured $15 billion in capital, enabling their company to acquire 847,000 Bitcoin while navigating saturated traditional equity markets. By framing Bitcoin as a sovereign asset immune to government seizure and contrasting its 33% annual appreciation against the historical depreciation of fiat currency, the presentation advocates for a shift toward scarce digital resources in an era where AI and robotics promise abundance in utilitarian goods. Strategic guidance emphasizes investing in technologies on the steep growth phase of the S-curve, utilizing AI to solve unique problems, and prioritizing applied statistics and history to build long-term resilience against economic volatility.

  4. The Diary Of A CEO2h 23m

    Alex Hormozi’s Warning: Stop Chasing AI, Build This Instead!

    Alex Hormozi, Steven

    Alex Hormozi outlines a comprehensive framework for navigating business growth, personal resilience, and technological adaptation following the tragic loss of his mother four weeks after a record-breaking book launch. He argues that sustainable success requires prioritizing long-term foundational stability over short-term speed, leveraging "anti-human" traits like patience, and deploying AI only for tactical efficiency while preserving human judgment for high-stakes decision-making. Furthermore, Hormozi emphasizes that future competitive advantages will rely on tangible accountability, real-world stakes, and specialized team structures rather than generic automation, all while maintaining rigorous focus on financial metrics and customer retention.

  5. 80,000 Hours4h 7m

    The best global health ideas we’ve heard on the show (from 17 experts)

    Luisa, Karen Levy, Dean Spears, Sarah Eustis-Guthrie, Rachel Glennerster, Hannah Ritchie, Lucia Coulter, James Tibenderana, Varsha Venugopal, Alexander Berger, James Snowden, Paul Niehaus, Mushtaq Khan, Elie Hassenfeld, Leah Utyasheva, Shruti Rajagopalan, Claire Walsh, Louisa

    Experts analyze global health interventions to reveal critical failures, such as the ineffective PlayPump technology and the underestimated risks of lead poisoning, alongside successful strategies like Sri Lanka's pesticide bans and community-driven vaccination campaigns. The discussion highlights the necessity of rigorous proof-of-concept testing, market-shaping mechanisms like Advanced Market Commitments, and the adaptation of solutions to local social determinants to prevent widespread harm. Furthermore, the event examines ethical tensions in philanthropic metrics, urging donors to prioritize evidence-based policies and long-term government engagement over superficial sustainability narratives.

  6. 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.

  7. 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.

  8. 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.

  9. 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.

  10. 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.

  11. The Diary Of A CEO2h 36m

    Women's Exercise Debate: The 7 Weight Loss Lies Women Believe!

    Dr Mary Claire Haver, Dr Vonda Wright, Dr Natalie Crawford, Dr Stacy Sims, Steven

    This presentation outlines a comprehensive health framework for women that prioritizes high-intensity resistance training and protein-rich nutrition to combat age-related muscle loss, cognitive decline, and metabolic disorders. Experts emphasize a polarized exercise strategy avoiding moderate intensity, alongside the management of environmental toxins and sleep hygiene to support hormonal balance and longevity. The talk concludes with actionable protocols for building muscle mass and bone density, stressing that functional healthspan is superior to aesthetic goals or simple weight loss.

  12. 20VC with Harry Stebbings1h 34m

    Why VC Today is Worse than 2021

    Jason Lemkin, Rory O'Driscoll, Harry Stebbings

    Hosted by Harry Stebbings, the discussion features Benchmark General Partner Everett Randall, Jason Calacanis, and Rory Fenton debating the tension between immediate tech liquidity and long-term venture carries alongside the rising capital intensity of AI infrastructure. The panel analyzes critical market shifts, including Revolut's $3B funding at a $75B valuation and OpenAI's strategic pivot to offload data center risks onto Oracle, while warning against the dangers of conflating temporary enterprise adoption spikes with permanent structural growth. Furthermore, the conversation explores the evolving venture landscape where extreme capital requirements and "vibe coding" disrupt traditional due diligence, forcing a consolidation of funds toward dominant winners like OpenAI and Deel while questioning the viability of mid-tier vertical tools.

  13. The Diary Of A CEO2h 34m

    Ex-Google Exec (WARNING): The Next 15 Years Will Be Hell Before We Get To Heaven! - Mo Gawdat

    Mo Gawdat, Steven

    Moe Gowdat predicts a mandatory twelve to fifteen-year period of short-term dystopia beginning in 2026, driven by super-intelligent AI amplifying the ego and greed of human leaders rather than replacing them. This era threatens the erosion of fundamental societal pillars including freedom, accountability, and economic stability as the global economy shifts toward zero-cost production and the collapse of traditional labor models. Gowdat argues that transitioning to a future utopia requires a collective human mindset shift toward ethical governance, potentially through a global "CERN of AI" framework that prioritizes collaboration over the concentration of power in a single trillionaire-controlled entity.

  14. 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.

  15. All-In Podcast1h 31m

    Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

    Travis Kalanick, Keith Rabois, Chamath, Jason, Friedberg

    Travis Kalanick unveiled his "Bowl Builder" robotic food assembly machine designed to slash labor costs to 10% of revenue, while Elon Musk confirmed ongoing discussions with Pony AI to license autonomous driving technology for both passenger and food delivery applications. These logistical advances align with Musk's announcement that Grok 4 has outperformed competitor models by scaling general computation and transitioning exclusively to synthetic training data. Amidst these technological shifts, Musk also proposed a new political party focused on fiscal responsibility to influence congressional races, a move supported by the Supreme Court's recent ruling granting the President broad authority to execute federal workforce reductions.