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  1. All-In Podcast1h 25m

    E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more

    Biden, Chamath, Calacanis, Friedberg, Nick, Sax, David Sacks, J Cal, Phil Helmuth, Jason

    Hosts conclude their 99-episode run while addressing production overloads, a surge in cross-industry cheating scandals, and Elon Musk's strained acquisition of Twitter amidst complex financial hurdles. The panel further analyzes Tesla's AI robotics advancements, President Biden's cannabis pardons, and the Supreme Court's upcoming review of Section 230 liability as experts debate free speech frameworks. Key announcements include the upcoming "All In Meetups" in Zurich and Miami, a high-stakes poker tournament featuring Chamath Palihapitiya, and the revelation that Jason Calacanis coined the title "Data Scientist" in 2008.

  2. All-In Podcast1h 36m

    E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

    Brad Gerstner, Friedberg, Zelenskyy, Putin, Biden, Zakaria, David Sacks

    Brad Gershner, Chamath Palihapitiya, and David Sacks analyze the transition from the 2020–2021 bull market to a normalization phase driven by rising real rates, predicting 50–60% mispricing in late-stage venture valuations and widespread down-round IPOs. The panel introduces the "burn multiple" as a critical governance metric to enforce capital efficiency, while simultaneously warning that geopolitical strategies in Ukraine and a potential US-China recession could exacerbate the upcoming economic downturn. These macroeconomic shifts and valuation corrections are contextualized alongside the upcoming All-In Summit in Miami, where confirmed speakers will address the necessity of stripping away speculative excesses to rebuild resilient business models.

  3. All-In Podcast1h 11m

    E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more

    Putin, Biden, Chamath, Calacanis, Friedberg, Jay Kal, Sax, David Sacks

    On February 24, 2022, Vladimir Putin initiated a military invasion of Ukraine while the United States maintained a non-interventionist stance to avoid direct conflict, citing the absence of NATO treaty obligations and historical precedents. Concurrently, the US and its allies deployed severe economic sanctions and cyber warfare against Russia, causing immediate volatility in global markets and the ruble, though experts noted Russia's financial resilience. The event also sparked a broader strategic debate regarding European energy dependency, the urgent need for domestic infrastructure modernization, and the potential long-term impacts on investment valuations and geopolitical alliances.

  4. All-In Podcast1h 25m

    E67: Revisiting Rogan, Canadian truckers' protest, fusion breakthrough, $MSFT's savvy move & more

    Rogan, Phil Hellmuth, Biden, Friedberg, Wyden, Heinrich, Haines, Chamath Palihapitiya, David Sacks

    In a panel discussion featuring Joe Rogan, Chamath Palihapitiya, and David Sacks, the hosts analyze the selective cancellation of Rogan by Spotify alongside the political implications of the Canadian Freedom Convoy and the erosion of civil liberties through warrantless CIA surveillance. The conversation further details significant advancements in nuclear fusion technology, such as JET's energy output record, while contrasting these long-term energy solutions with immediate macroeconomic pressures like rising inflation and declining consumer sentiment. Ultimately, the group argues that current government mandates and media narratives are disproportionately targeting heterodox voices and working-class concerns, warning of a widening schism between political elites and the general public.

  5. The Economist8 min

    Henry Kissinger: how Biden should handle China

    Henry Kissinger, Biden

    Henry Kissinger outlines a precarious escalation in US-China tensions, warning that mutually exclusive narratives on hegemony and interference require a foundational agreement to exclude high-tech warfare and enforce mutual restraint. He evaluates the Biden administration's diplomatic tone as an improvement over the previous era, yet notes that its approach remains a strategic balancing act between domestic political pressures and the urgent international necessity of coexistence. Kissinger concludes that the unique challenge of sustaining a relationship between a democratic United States and a "Confucian Marxist" China demands the explicit definition of specific issues rather than reliance on a rules-based order that is not currently applied to Beijing.

  6. All-In Podcast1h 22m

    E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials

    Chamath, Friedberg, Sacks, Jason, Dave Chappelle, Trump, Biden

    David Sacks, Chamath Palihapitiya, and Jason Calacanis discussed Metro Mile's SPAC-led public listing, highlighting its pay-per-mile insurance model that leverages OBD-II data to lower costs for consumers. The panel also analyzed the rapid rollout of mRNA vaccines under Operation Warp Speed, debating the ethics of challenge trials and attributing the acceleration to deregulation and a critique of regulatory capture. Broader economic conversations covered SEC rules for gig workers, the potential of income sharing agreements for education, and the geopolitical shifts driven by energy economics that facilitated the Abraham Accords.

  7. Dwarkesh Patel55 min

    Caleb Watney - America's Innovation Engine

    Caleb Watney, Tom Cotton, Eric Weinstein, Biden, Trump

    Caleb Watney warns that America's innovation engine is stagnating due to declining high-skill immigration, the erosion of physical industrial clusters, and rigid university systems. He argues that maintaining U.S. technological leadership requires specific policy reforms, including replacing the H-1B lottery with salary-based ranking and increasing federal R&D efficiency to counter geopolitical challenges from authoritarian rivals. Ultimately, Watney posits that unlocking talent through open immigration and reducing regulatory barriers is the most effective strategy to preserve the dynamic ecosystem necessary for sustained economic growth.

  8. All-In Podcast1h 19m

    E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg

    David Sacks, David Friedberg, Jason, Zuckerberg, Peter Thiel, John Bolton, Trump, Biden, Chamath Palihapitiya

    Chamath Palihapitiya, David Sachs, and David Friedberg analyze divergent pandemic safety strategies and the politicization of mask mandates while debating the efficacy of surveillance technology and the necessity of lockdowns. The group further critiques law enforcement militarization, the dynamics of cancel culture, and the free speech challenges posed by Big Tech's content moderation policies. Finally, they offer conflicting projections on the 2020 presidential election, weighing the impact of pandemic management, economic recovery, and potential vice-presidential selections on the likelihood of a Trump or Biden victory.