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  1. All-In Podcast1h 23m

    War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael

    Emil Michael, Jason, Friedberg, Chamath Palihapitiya, David Sacks

    The United States and Israel launched "Operation Epic Fury" against Iran, resulting in the death of Supreme Leader Ali Khamenei and the elimination of key regime officials, an operation explicitly framed by the Trump administration as a strategic strike to dismantle nuclear capabilities rather than a regime change effort. This military campaign leveraged a vast arsenal of AI-driven autonomous drones and relaxed rules of engagement to neutralize Iranian defenses while simultaneously severing China's access to vital oil supplies to create maximal leverage for an anticipated trade deal. Concurrently, the Pentagon restructured its defense industrial base by canceling contracts with firms like Anthropic over ideological constraints, prioritizing unfiltered AI providers such as Grok, and deploying a $200 billion lending facility to domesticate critical supply chains for future conflict.

  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 19m

    Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

    Trump, Brad Gerstner, Kevin Warsh, Jerome Powell, Chamath, Jason, Friedberg, David Sacks

    On January 30, the Department of Justice released the Epstein Files Transparency Act documents, prompting J Cal to clarify his limited interactions with Jeffrey Epstein while critics highlight alleged media bias regarding prominent tech figures like Reid Hoffman and Elon Musk. Simultaneously, the market experienced a "Claude Crash" wiping $300 billion from software stocks due to AI disruption fears, though President Trump's nomination of inflation hawk Kevin Warsh to lead the Federal Reserve is expected to support rate cuts driven by AI productivity. In the private sector, Elon Musk announced a $1.25 trillion merger of SpaceX and xAI to build space-based data centers, while the "Invest America" Act successfully launched government-backed investment accounts for newborns to democratize capital ownership.

  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 6m

    Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos

    Dr. Mehmet Oz, Dr. Oz, Chamath, Jason, Friedberg

    Dr. Mehmet Oz's summary outlines a Trump administration strategy to overhaul U.S. healthcare by bypassing legislative gridlock through administrative rulemaking and leveraging AI to boost clinical efficiency while enforcing strict fraud detection. Central to this approach is a radical reduction in drug costs via direct negotiations with manufacturers like Novo Nordisk and Eli Lilly, alongside a $50 billion rural transformation fund deploying telemedicine and autonomous technology. The administration projects these measures will eliminate billions in waste, stabilize Medicare sustainability, and fundamentally reshape the system by prioritizing subject-matter expertise over traditional political staffing.

  6. 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.

  7. All-In Podcast45 min

    Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers

    Sarah B. Rogers, Jason, Sacks

    Sarah Rogers, newly appointed Undersecretary for Public Diplomacy, is prioritizing a global mandate to counter malign information and challenge European regulations like the UK's Online Safety Act and the EU's Digital Services Act, which she argues infringe on First Amendment rights through excessive speech criminalization. She contends that these frameworks function as censorship tariffs designed to extract revenue from American tech firms and notes that the Biden administration previously leveraged disinformation labels to suppress pandemic-related truths. In response to this regulatory divergence, the State Department is deploying sanctions and diplomatic pressure against foreign officials and intermediaries while advocating for community-driven moderation tools to preserve free expression in the digital ecosystem.

  8. All-In Podcast32 min

    Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?

    Satya Nadella, Jason, Sacks

    Satya Nadella outlined Microsoft's strategic pivot toward "manager of infinite minds" AI agents and autonomous workflows that shift the organization from specialized roles to full-stack builders, enabling a four-year period of doubled income without headcount growth. By prioritizing ecosystem effects over single-model dominance, the company is deploying Agent 365 and local Phi models to establish a global, open architecture where value accrues from orchestration rather than proprietary weights. This approach aims to drive 80% US market share in five years while facilitating worldwide economic growth through technology diffusion to the global south.

  9. All-In Podcast1h 30m

    Supercharging a New FDA: Marty Makary on Science, Power & Patients

    Marty Makary, Friedberg, Chamath, Jason, Dave

    FDA Commissioner Marty McCary has implemented 42 major reforms within his first 10 months to accelerate drug approvals, reduce clinical trial timelines, and restore public trust by ending paternalistic mandates. The agency is reshaping its workforce, shifting research priorities toward environmental and microbiome factors, and challenging China's biotech dominance by streamlining U.S. regulatory infrastructure and adopting AI-driven decision tools. These aggressive changes include converting pivotal trial requirements, eliminating unnecessary animal studies, and reforming food and vaccine policies to lower costs and address chronic disease roots.

  10. All-In Podcast51 min

    Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

    Jason, Bob Sternfels, Hemant Taneja

    The event analyzes the acceleration of AI adoption in enterprise settings, highlighting a shift from long-term strategy to rapid deployment that is compressing investment timelines and creating a disconnect between traditional hiring models and the cost-effective capabilities of AI agents. Speakers forecast a future workforce defined by "radical collaboration" and a "conductor" model where employees manage teams of AI, while emphasizing that human skills like aspiration and ethical judgment will remain critical as the half-life of employee skills shrinks to under four years. Simultaneously, the discussion addresses the physical evolution of technology, noting that while Western software innovation leads in autonomy and robotics, manufacturing bottlenecks and infrastructure constraints currently hinder global adoption, necessitating new approaches to build resilient supply chains and reintegrate human development pathways.

  11. All-In Podcast1h 10m

    Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism

    Adam Carolla, David Friedberg

    Speaking one year after the Palisades fire, commentator Adam argues that excessive regulatory oversight driven by female leadership has stalled the reconstruction of over 6,800 destroyed homes in Malibu. He contends that this bureaucratic paralysis reflects a broader cultural split, with capital and residents fleeing California's "safe space" for states like Texas and Florida due to unsustainable taxes and restrictive mandates. Looking toward the 2028 election, Adam predicts a decisive economic reckoning where fiscal conservatism will prevail unless current policies shift to address the nation's $18 billion budget deficit and labor shortages.

  12. 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.

  13. All-In Podcast1h 27m

    Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

    Howard Lutnick, Chamath

    The Commerce Department, led by Howard Lutnick, is executing a comprehensive strategy to eliminate the national trade deficit by replacing universal tariffs with a "staircase" negotiation model that extracts massive foreign investment, such as Japan's $550 billion commitment to US infrastructure. This approach simultaneously integrates aggressive pharmaceutical pricing reforms and a high-barrier immigration program to curb welfare dependency while restructuring the CHIPS Act to prioritize national security and equity stakes in major domestic firms. The administration projects this shift will drive 4% to 6% annual GDP growth by prioritizing vocational labor and eradicating federal fraud, creating a revenue cycle designed to reduce the $26 trillion deficit.

  14. 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.

  15. All-In Podcast1h 18m

    All-In x Kill Tony: A Hilarious Holiday Special

    Tony Hinchcliffe, Chamath, Friedberg, Jason Calacanis, David Sacks

    The All-In Podcast team hosted its second annual holiday party in San Francisco, featuring comedian Tony Hinchcliffe to fill the void of Chamath Palihapitiya while Jason Calacanis, David Sacks, and David Friedberg delivered personal roasts. During the event, the hosts presented their annual "Bestie Awards" to identify major business winners like NVIDIA and Alphabet alongside political and scientific winners such as the crypto industry and asteroid nucleic acid discoveries. The gathering also served as a platform to discuss free speech trends, comedy industry shifts, and future technological breakthroughs while mocking specific political and social figures.