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  1. All-In Podcast1h 23m

    E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security

    Chamath, Calacanis, Friedberg, David Sacks

    David Sachs and Chamath Palihapitiya analyze market bubbles driven by collective belief and social capital while dissecting the economic fallout of California's $22 fast-food minimum wage law, which they argue will accelerate automation and harm labor markets. The hosts further critique federal election interference following Mark Zuckerberg's admission that the FBI pressured Facebook to suppress the Hunter Biden laptop story, and they warn that aggressive climate policies without hydrocarbons risk global economic collapse. Ultimately, the discussion concludes by linking these domestic failures to a renewed Cold War, citing the abandonment of arms control treaties and the Soviet Union's economic demise as cautionary tales for modern governance.

  2. All-In Podcast1h 9m

    E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

    Trump, Chamath, Calacanis, Friedberg, David Sacks, David Priberg

    The panel analyzed SoftBank's $6 trillion loss and founder Masayoshi Son's admission of delirium, while debating whether structural fund flaws or the "kingmaker" strategy destroyed portfolio unit economics. Broader market discussions identified valuation bubbles driven by excessive liquidity and ZIRP, with experts predicting a shallow technical recession as interest rate impacts materialize. The conversation concluded by examining the polarizing implications of the FBI raid on Mar-a-Lago, which panelists described as a critical test of institutional integrity that may force a binary political outcome for former President Trump.

  3. All-In Podcast1h 24m

    E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps

    Chamath, Calacanis, Friedberg, Biden, Bezos, David Sacks

    In Episode 86 of "All In," hosts Sacks, Jason Calacanis, Chamath Palihapitiya, and David Friedberg analyze the U.S. economy from Italy, framing the current downturn as a supply-side recession driven by labor shortages and pandemic constraints rather than excess demand. The panel warns of an impending two-phase correction involving a return to demand-side contraction as excess savings vanish, while highlighting severe risks in commercial real estate, consumer credit delinquencies, and global energy volatility. Additionally, the discussion critiques the Biden administration's economic communication, details significant asset sales by figures like Jeff Bezos, and contrasts voter priorities regarding inflation with European policy disputes over agricultural emissions and nuclear energy.

  4. All-In Podcast1h 41m

    E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

    Chamath, Calacanis, Friedberg, David Sacks

    Panelists warn that approximately $35 trillion in global wealth has been erased, creating a recessionary environment driven by the Federal Reserve's quantitative tightening and synchronized collapses in real estate, consumer credit, and SaaS valuations. In response to freezing credit markets and strict new funding criteria, venture capital firms are selectively deploying capital into profitable companies while employees face the risk of worthless equity as valuation multiples compress. Despite the severe economic contraction and a potential market bottom yet to arrive, the crisis is framed as an opportunity for disciplined investors to acquire top talent and purge underperforming assets.

  5. All-In Podcast1h 36m

    E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more

    David Sacks, Chamath Palihapitiya, David Friedberg, Jay Cow

    On March 4th, the hosts of the "All In" podcast analyzed the escalating Russian invasion of Ukraine, discussing the Zaporizhzhia nuclear incident, NATO's refusal to enforce a no-fly zone to avoid direct conflict, and the strategic risks of triggering Article 5. The conversation further detailed the West's unfolding economic warfare through sanctions that have decoupled global supply chains, creating immediate humanitarian concerns regarding global food security while sparking intense debate among Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg over potential recessionary outcomes. Beyond the geopolitical crisis, the episode examined FDA approvals for new CAR-T cancer therapies, the legal resolution of CRISPR patents, and the upcoming "All In" Summit scheduled for mid-May.

  6. All-In Podcast1h 25m

    E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more

    Chamath, Calacanis, Friedberg, Phil Hellmuth, Jason, Walensky, David Sacks

    David Sacks argues that the media's overemphasis on January 6th constitutes political threat inflation that risks a Republican landslide by distracting from economic concerns, while simultaneously calling for bipartisan reforms to the Electoral Count Act and relaxed accredited investor regulations to foster wealth creation. The discussion further features a debate between Chamath Palihapitiya and Jason Calacanis regarding whether the United States should prioritize domestic human rights crises or global atrocities like the treatment of Uyghurs, contrasting with David Friedberg's analysis of post-pandemic economic trends and scientific breakthroughs linking Epstein-Barr virus to Multiple Sclerosis. These varied segments collectively examine how political strategy, policy legislation, and biotechnology advancements intersect to shape current societal and economic landscapes.

  7. All-In Podcast1h 48m

    E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars

    Jack Dorsey, Calacanis, Friedberg, Rudy Giuliani, David Sacks, Chamath Palihapitiya

    Prominent tech investors Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg convened to critique 2021 political and business outcomes, crowning figures like Eric Adams, Glenn Youngkin, and Elon Musk as winners while identifying the progressive left and institutions shorting retail investors as losers. The discussion highlighted significant scientific breakthroughs in starch synthesis and CRISPR, alongside cultural shifts toward centrism and the creator economy, while addressing internal friction that required mediation to keep the group united. Looking forward, the panel announced an upcoming prediction show and a May summit in Miami to continue their analysis of the rapidly evolving intersection of technology, finance, and governance.

  8. All-In Podcast1h 36m

    E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!

    Calacanis, Friedberg, David Sacks, Chamath Palihapitiya

    Following a two-week hiatus, hosts David Sacks, Chamath Palihapitiya, and Jason Calacanis launched the open-source audio platform "Call-In" with overwhelming demand while addressing the geopolitical fallout of the US Afghanistan withdrawal and China's new tech crackdowns. The panel sharply criticized the Biden administration's handling of the Afghan collapse, condemned California's gig-work unionization efforts, and defended Elon Musk's robotics strategy against Jeff Bezos's litigation. Additionally, the discussion outlined a framework for potential blockchain-based governance and warned of structural risks facing Chinese tech firms through the VIE investment model.

  9. All-In Podcast1h 31m

    E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more

    Chamath, Jason, Jack Dorsey, Yung Spielburg, Larry Page, Trevor Milton, David Sacks, David Friedberg

    Chamath Palihapitiya and David Sacks detailed recent strategic milestones, including a $300 million Production Board funding round backed by BlackRock and Alphabet, alongside Sacks' $1.12 billion fund closure. The hosts critically analyzed deep-tech failures like Zymergen and high-profile fraud cases involving Nikola and Theranos, attributing collapses to hyped narratives and inadequate diligence standards. Furthermore, the discussion addressed the consolidation of fintech giants, predicting that major players will merge banking, crypto, and insurance services while raising concerns over monopolistic power and the regulatory gatekeeping of federal banking licenses.

  10. All-In Podcast1h 20m

    E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more

    Calacanis, Friedberg, Antonio Garcia Martinez, Eric Adams, Graham Allison, Jesse Bloom, Chamath Palihapitiya, David Sacks, Jay Cal

    Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg debated the tension between nuanced discourse and definitive takes while analyzing Eric Adams' projected New York mayoral victory as a rejection of progressive "woke" politics. The hosts also examined conflicting evidence regarding COVID-19 origins, specifically Jesse Bloom's discovery of removed genomic data, and diverged on antitrust legislation targeting Apple's App Store monopoly. Concluding with personal updates and a promotional pitch for exclusive fan access, the episode emphasized the hosts' belief that market forces and moderate candidates will ultimately prevail over regulatory overreach and online activism.

  11. All-In Podcast1h 14m

    E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more

    Chamath, Calacanis, Friedberg, Jason, David Sacks

    Hosts David Sacks, Chamath Paliyhapa, and David Freeberg engage in a wide-ranging economic and geopolitical debate, where Paliyhapa argues inflation stems from lower-income consumption while Sacks defends historical growth metrics and warns of runaway inflation. The discussion extends to corporate and infrastructure news, covering the fragility of global supply chains highlighted by the Suez Canal blockage, Microsoft's potential $10 billion acquisition of Discord, and legislative concerns regarding mining bottlenecks in the US. Throughout the episode, the hosts blend personal banter and podcast poll results with substantive analysis on trade agreements, vaccine distribution strategies, and the strategic implications of decentralized social media protocols.

  12. All-In Podcast1h 17m

    E26: State of Venture Capital, plus fan questions on longevity, decentralization & quantum computing

    Chamath, Calacanis, David Sinclair, David Friedberg, David Sacks

    Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg discuss emerging trends in longevity science, the institutional maturation of Bitcoin, and the atomization of the venture capital market. The conversation highlights a strategic shift toward non-dilutive financing tools like Pipe and ClearBank while critiquing the high-risk, long-horizon timelines of deep tech sectors such as quantum computing and fusion. To capitalize on these market inefficiencies, the hosts launched their "Punch Draft" syndicate and the "WetYourBeak" portal to actively source and fund early-stage entrepreneurs outside traditional VC structures.

  13. All-In Podcast1h 11m

    E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act

    Chamath, Calacanis, Chesa Boudin, Jason, David Sacks

    Chamath Palihapitiya, Jason Calacanis, and David Sacks discuss a $2 billion market drawdown driven by rising Treasury yields and a broader critique of unsustainable U.S. fiscal policies and pandemic management. The panel condemns California's handling of the crisis, including vaccine hoarding and excessive spending, while warning of future privacy encroachments through mandatory vaccination passports. Despite the immediate economic volatility, the speakers predict a rapid recovery as the U.S. economy proves antifragile and political sentiment shifts toward centrism following upcoming recall efforts.

  14. All-In Podcast1h 23m

    E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more

    David Sacks, Friedberg, Gavin Newsom, Kim Kardashian, Chamath Palihapitiya

    A panel of political and economic analysts collectively blames Donald Trump for inciting the Capitol storming through his dissemination of election falsehoods, while debating the strategic merits of his legal prosecution versus bipartisan reconciliation. The discussion further examines the Republican Party's realignment following the Georgia runoffs, the urgent need to restructure the vaccine rollout using military-style centralization, and the societal dangers posed by activist district attorneys and escalating tribalism. Ultimately, the hosts predict a period of initial stability in 2021 before potential chaos, suggesting that Joe Biden's centric leadership may help de-escalate partisan warfare while Trump's political influence diminishes.

  15. All-In Podcast3h 0m

    E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!

    Phil Hellmuth, Bill Gurley, Brad Gerstner, Chamath, Michael Newman, Jon Cohen, Pete Buttigieg, Joe Biden, Jason Calacanis, David Friedberg, David Sacks

    Financial markets rallied and betting odds flipped violently as Donald Trump secured critical victories in Florida, Ohio, and Pennsylvania, driven by voter backlash against COVID-19 lockdowns and unexpected demographic shifts. While major media networks initially misjudged the election dynamics, the results projected a "soft landing" scenario where a potential Biden presidency coincides with a Republican Senate to ensure government gridlock and fiscal stability. Key swing states like Michigan, Wisconsin, and Arizona remain statistically tight, creating uncertainty over whether a clear winner will be declared or if a contested election will extend into early December.