Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powel...
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping (01:30:02)
(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, en...
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026 (02:14:41)
(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cyber...
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos (01:05:43)
(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisi...
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos! (01:35:15)
(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This...
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition (00:47:56)
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The Chi...
Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex" (00:45:04)
(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "cen...
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos (00:32:00)
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount ...
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs (01:10:45)
(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:1...
Supercharging a New FDA: Marty Makary on Science, Power & Patients (01:29:48)
(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals saf...
Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism (01:09:49)
(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DE...
All-In's 2026 Predictions (01:31:11)
(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) ...
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026 (01:27:20)
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda wa...
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026 (00:51:22)
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking g...
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal (01:43:22)
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouT...
All-In x Kill Tony: A Hilarious Holiday Special (01:18:19)
(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Besti...
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026 (00:56:58)
(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, B...
Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026? (01:30:27)
(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special int...
Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes (01:38:31)
(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI...
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line? (01:14:17)
(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into sociali...
Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game (00:38:26)
(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting ...
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom (01:01:53)
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael...
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth (00:55:05)
(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid...
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option (01:27:29)
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going...
Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix (00:27:25)
(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertisi...