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  1. All-In Podcast1h 37m

    E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more

    Calacanis, Friedberg, Lina Khan, Kara Swisher, Andrew Ross Sorkin, Sen. Dianne Feinstein, Sen. Alex Padilla, Bill Ackman, Gavin Baker, Jonathan Chait, Chamath Palihapitiya, David Sacks

    Chamath Palihapitiya and David Sacks navigated intense scrutiny regarding Uyghur human rights while debating the dangers of cancel culture and the complexities of China-U.S. geopolitics. The hosts further dissected the FTC's shifting antitrust standards following Microsoft's $68 billion Activision acquisition, analyzed the macroeconomic risks of a potential recession alongside Netflix's valuation challenges, and scrutinized newly released emails suggesting the NIH suppressed lab leak theories early in the pandemic. The conversation concluded with insights into decentralized manufacturing via Jamie Friedberg's new Canna startup and a broader call for independent journalism to navigate an increasingly polarized information landscape.

  2. All-In Podcast1h 22m

    E61: 2022 Predictions! Business, politics, science, tech, crypto, & more

    Calacanis, Friedberg, Chamath Palihapitiya, David Sacks, Jay Cal

    In a candid discussion featuring Jason Calacanis, David Sacks, Chamath Palihapitiya, and Ben Freeberg, participants detailed a COVID-19 superspreading event at Sax's party while debating the biological and geopolitical winners and losers of the 2022 landscape. The group forecasted political shifts including Ron DeSantis's re-election and Vladimir Putin's strategic gains, alongside economic predictions favoring small businesses, biotech innovation, and battery metals over traditional payment processors like Visa. Beyond these macro trends, the conversation extended to intense ethical debates regarding animal agriculture, media narrative shifts, and specific industry disruptions such as the potential rise of decentralized finance.

  3. 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.

  4. All-In Podcast1h 16m

    E56: Constitution DAO, Rittenhouse trial coverage, private sector efficiency vs the government

    Calacanis, Friedberg, Jay Kal, Chamath Palihapitiya

    A panel of prominent investors and analysts dissected the failed Constitution DAO auction, where Ken Griffin outbid the decentralized group for a US Constitution copy due to structural flaws in transparency, equity dilution, and Ethereum gas fees. The discussion expanded to broader regulatory implications, with experts warning that repeated losses for non-accredited investors will likely provoke SEC crackdowns, while simultaneously critiquing media narratives surrounding the Kyle Rittenhouse trial as a driver of societal polarization. Finally, the group contrasted the cost efficiency of private sector innovation like SpaceX against bloated government spending, advocating for targeted subsidies for next-generation infrastructure before transitioning to private market expansion.

  5. All-In Podcast1h 32m

    E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

    Calacanis, Friedberg, Xi Jinping, Chamath Palihapitiya, David Sacks

    Hosts David Sacks, Chamath Palihapitiya, and David Friedberg debunked a "pump and dump" conspiracy surrounding Solana while analyzing a macroeconomic bubble characterized by record asset highs, 30-year inflation rates, and massive fiscal stimulus. The panel critiqued public market dysfunction by contrasting Rivian's inflated valuation against fundamental metrics and argued that structural inflation, driven by labor shortages and geopolitical risks in Taiwan, is exacerbated by the U.S. government's reliance on short-term debt. Additionally, the discussion highlighted a corporate deconglomeration trend to unlock shareholder value and described how a crypto-native "shadow economy" is forcing accelerators to evolve their fundraising models amid intense competition between Solana and Ethereum.

  6. All-In Podcast1h 23m

    E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

    Chappelle, Calacanis, Friedberg, Zuck, Chamath Palihapitiya, J. Cal

    In an episode discussing the Facebook whistleblower hearings and cryptocurrency markets, hosts Chamath Palihapitiya, David Sacks, David Friedberg, and J. Cal detail their $1 billion indirect exposure to Solana through Multi-Coin Capital while debating the regulatory implications of Jerome Powell's and Gary Gensler's statements that crypto "is here to stay." The group analyzes Francis Haugen's Senate testimony regarding algorithmic oversight, with David Sacks characterizing the proceedings as a political hit and arguing that such regulation could drive users toward decentralized alternatives or stifle innovation similar to the Microsoft antitrust case. Additionally, the hosts explore the stability of stablecoins like USDC versus Tether, propose libel law reforms to counter cancel culture, and announce plans for their upcoming 50th-episode summit in Miami.

  7. All-In Podcast1h 29m

    E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns & more

    Brian Armstrong, Calacanis, Peter Thiel, Newsom, David Friedberg, David Sacks, Chamath Palihapitiya

    In an upcoming All In Summit in Miami, hosts Jay Cow, David Sacks, Chamath Palihapitiya, and David Friedberg plan to gather 200 paying guests for a high-revenue event designed to interview industry icons outside traditional tech conference norms. The group analyzes Coinbase CEO Brian Armstrong's successful "political DMZ" policy, which retained most staff while doubling headcount, and contrasts this with rising left-wing authoritarianism identified in new research. Furthermore, the hosts predict a macroeconomic pivot from growth-at-all-costs valuation to profitability driven by impending inflation and interest rate hikes, while warning against excessive government spending that threatens to destabilize the current venture capital boom.

  8. All-In Podcast1h 29m

    Balaji Srinivasan: role of decentralization, China/US breakdown & more

    Balaji Srinivasan, Calacanis, Friedberg, Chamath Palihapitiya, David Sacks

    In episode 48 of the *All In Podcast*, Chamath Palihapitiya, David Sacks, David Friedberg, and guest Balaji Srinivasan analyze the geopolitical clash between China's centralized model and the West's potential for decentralized defense through blockchain. The panel argues that emerging technologies like immutable ledgers must replace corporate journalism and centralized social platforms to ensure truth verification and protect individual liberties against state overreach. They conclude that while the US cannot match China's military strength, it can develop asymmetric advantages by fostering a regulatory environment that accelerates the adoption of decentralized finance and social networks.

  9. All-In Podcast1h 24m

    E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

    Rogan, Elizabeth Holmes, Chamath Palihapitiya, David Sacks

    The All-in podcast team discusses the private beta launch of their social audio app Callan, which attracted 10,000 users in its first week, while announcing plans to record their first in-person episode at the TPB Symposium. The hosts analyze the Elizabeth Holmes trial as a symptom of Silicon Valley's lack of diligence and debate the implications of China's video game restrictions and Texas' novel abortion enforcement law. Additionally, the discussion covers Apple's concessions to external subscription links, the escalating climate crisis threatening California's insurance market, and emerging data on vaccine transmission rates during the Delta variant outbreak.

  10. 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.

  11. All-In Podcast1h 10m

    E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

    Calacanis, Friedberg, Chamath Palihapitiya

    Hosts Jason Calacanis, Chamath Palihapitiya, and David Sacks analyze California's historic 0% snowpack and the resulting grid instability, warning that Governor Gavin Newsom faces a potential September recall if wildfire and heat crises escalate. The discussion expands to San Francisco's crime and governance issues, specifically detailing the controversy surrounding District Attorney Chesa Boudin and the "vitocracy" of bureaucratic hurdles blocking nuclear and desalination solutions. Finally, the group evaluates the declining efficacy of the Pfizer vaccine against the Delta variant, concluding that while boosters will likely be required, a return to lockdowns is unnecessary despite the virus's spread in unvaccinated populations.

  12. 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.

  13. All-In Podcast1h 36m

    E35: Biogen's controversial Alzheimer's drug approval, the billionaire space race, Bitcoin & more

    Calacanis, Friedberg, Bezos, Buffett, Chamath Palihapitiya

    On the Monday of the FDA approval of Biogen's Aducanumab, three advisory panel members resigned unanimously against the decision as the panel discussed the drug's modest efficacy, its $55,000 annual price point, and the structural incentives for physician prescribing. Concurrently, the discourse expanded to include Jeff Bezos's July 2021 suborbital flight plan, the strategic implications of private space dominance against geopolitical rivals, and the divergent remote work mandates adopted by major tech corporations. Finally, the dialogue examined the socioeconomic fallout from leaked IRS data revealing billionaires paying zero federal income tax, the cultural toxicity observed at the Bitcoin Miami conference, and the proposed need for policy reforms to address housing, healthcare, and education.

  14. All-In Podcast1h 8m

    E34: Wuhan lab leak theory, India's traceability law, Coinbase fact check, Big Tech takes Hollywood

    Calacanis, Friedberg, Sacks, Brian Armstrong, Biden, Chamath Palihapitiya

    Hosts Jason Calacanis, David Friedberg, Chamath Palihapitiya, Rain Man, and David Sacks convened to discuss the geopolitical implications of the Wuhan lab leak theory and the strategic necessity of decoupling US pharmaceutical manufacturing from China. The group analyzed the fragmentation of the global internet, the erosion of traditional media through direct-to-consumer models, and the emergence of biotech breakthroughs like KRAS-targeting therapies and CAR-T treatments. Concurrently, the episode outlined a shifting fiscal landscape marked by rising national debt, aggressive tax reforms, and the consolidation of media assets by Big Tech as traditional telcos retreat to infrastructure roles.

  15. All-In Podcast1h 24m

    E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions

    Calacanis, Friedberg, Ray Dalio, Chesa Boudin, J. Cal, Chamath Palihapitiya, David Sacks

    In this episode, Chamath Palihapitiya, David Sacks, and their co-hosts critique media integrity following Chesa Boudin's cancellation and Vlad Tenev's evasive interview while analyzing how the District Attorney's policies contributed to San Francisco's rising crime rates. The panel further discusses the economic implications of Australian news legislation, identifies critical bottlenecks in California's vaccine rollout, and evaluates macro risks such as global trade fragmentation and the potential loss of the dollar's reserve status. Concluding with their respective investment theses and missed opportunities, the hosts advocate for educational reforms in coding, biology, and entrepreneurship to prepare future generations for a shifting technological and geopolitical landscape.