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  1. All-In Podcast1h 32m

    Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough

    Trump, Jason, Chamath, Biden, Warren, Hickenlooper, Friedberg

    The fourth annual All-In Summit brings together venture capitalists and policymakers in Los Angeles to debate the political control of the Federal Reserve following President Trump's firing of Governor Lisa Cook and a government equity stake in Intel. Panelists including David Sacks and Chamath Palihapitiya criticized central bank independence while discussing a potential shift toward sovereign wealth funds and emerging AI-driven breakthroughs in aging research. The event also featured announcements for Foundry University's expansion into Riyadh and highlighted pressing economic challenges such as the commercial real estate debt wall and rising corporate bankruptcies.

  2. All-In Podcast1h 42m

    E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

    Chamath, Calacanis, Friedberg, J. Cal, David Sacks

    Following a month-long hiatus, the four partners of "The All-In Podcast" resolved a dispute over J. Cal's request for additional equity by signing a formal agreement that settled ownership terms while requiring J. Cal to forfeit introductory segments as compensation. The group then provided a critical macroeconomic analysis attributing current inflation to post-2008 excess liquidity and predicted an imminent recession driven by aggressive Federal Reserve rate hikes. Finally, the panel discussed severe corrections across equities, real estate, and crypto markets, condemned Western sanctions against Russia as a strategic failure, and projected Ron DeSantis to win the 2024 Republican nomination against a struggling Democratic ticket.

  3. 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.

  4. All-In Podcast1h 30m

    E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses

    Chamath, Calacanis, Friedberg, Jay Cal, David Sacks

    Hosts analyze a Microsoft accessibility introduction that drew widespread criticism for perceived virtue signaling while simultaneously debating investment spreads that favor dominant platforms like Google and Microsoft against peers facing regulatory and economic headwinds. The discussion extends to divergent venture capital approaches, contrasting David Sacks' Bird IPO distribution with permanent capital models that reinvest gains, alongside a technical breakthrough where Chinese researchers convert carbon dioxide into starch with tenfold efficiency over photosynthesis. Finally, the episode connects these technological and financial shifts to a broader political realignment, noting how recent US election results reflect a voter rejection of policy extremism in favor of economic stability and moderate governance.