All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
DEBRIEF6 min · Written and voiced by AI
Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm PredictionsOct 30, 2026 · 1 h 26 min
Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions(0:00) Bestie Intros (3:22) Anthropic S-1 Breakdown: Greatest Business Ever? (32:47) AI's Biggest Problem and Anthropic's Doomer Showdown (1:01:57) Google Sheds $500B Market Cap in…
Oct 29, 2026 · 56 min
WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight(0:00) Welcome Will Ahmed, CEO of WHOOP (0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot (6:59) Inside 50 Billion Hours of 24/7 Health Data (19:31) WHOOP's AI Coach…
DEBRIEF7 min · Written and voiced by AI
AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?Oct 23, 2026 · 1 h 43 min
AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?(0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead…
DEBRIEF7 min · Written and voiced by AI
Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS CollapseOct 21, 2026 · 40 min
Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI…
DEBRIEF5 min · Written and voiced by AI
Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing CreativityOct 19, 2026 · 41 min
Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity(0:00) Dylan Field joins the show: Figma's origin story and mission (3:16) Adobe's $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies vs…
DEBRIEF5 min · Written and voiced by AI
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates DoomerOct 17, 2026 · 1 h 34 min
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's…
DEBRIEF5 min · Written and voiced by AI
Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's DocumentaryOct 15, 2026 · 42 min
Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary(0:00) Billy Evans joins Friedberg (3:38) How they met, Elizabeth the person vs the headlines, indictment (11:02) Life on trial, having a child, where she went wrong in fundraising…
DEBRIEF5 min · Written and voiced by AI
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught HimOct 12, 2026 · 25 min
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him(0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he's betting against it (7:42) The drugs big pharma sells too cheap and his…
DEBRIEF8 min · Written and voiced by AI
Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France RiotsOct 10, 2026 · 1 h 33 min
Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots(0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and…
DEBRIEF7 min · Written and voiced by AI
Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm PredictionsOct 2, 2026 · 1 h 22 min
Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions(0:00) Bestie intros! (2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national…
Sep 30, 2026 · 53 min
Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs(0:00) Jake Paul joins the Chamath! (6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC (11:54) Attention as capital, investing without the…
Sep 28, 2026 · 51 min
Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential(0:00) Daniel Ek joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare…
Sep 26, 2026 · 1 h 34 min
Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails(0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost…
Sep 23, 2026 · 26 min
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete(0:00) Luca Ferrari joins the Besties! (1:56) Crashing an AI startup, the $40,000 restart & buying product market fit (4:59) The in-house tech stack, shrinking the teams & the 10…
Sep 23, 2026 · 56 min
Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws (12:09) The path to victory: the persuadable voter…
DEBRIEF3 min · Written and voiced by AI
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the EngineSep 22, 2026 · 18 min
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private…
Sep 21, 2026 · 23 min
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical…
Sep 20, 2026 · 24 min
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's…
Sep 19, 2026 · 38 min
Bill Gurley: Searching for Feynman(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research…
Sep 18, 2026 · 39 min
Jared Isaacman: A New Era for NASA and American Space Exploration(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars…
Sep 18, 2026 · 33 min
Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" (11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent…
Sep 17, 2026 · 44 min
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future(0:00) Dina Powell McCormick joins The Besties! (1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community (11:52) How…
Sep 17, 2026 · 18 min
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem(0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM…
Sep 15, 2026 · 28 min
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms(0:00) VP JD Vance joins The Besties! (1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud (9:28) AI…
Sep 15, 2026 · 37 min
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI(0:00) Satya Nadella joins The Besties! (0:55) Dario's blog, "pacing the frontier," common sense AI safety (6:28) The failure of AI CEO messaging, monitoring agents, what will a…
Sep 15, 2026 · 1 h 4 min
Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger(0:00) SpaceX's Gwynne Shotwell joins The Besties! (1:45) Gwynne's SpaceX story, selling rockets, and working for Elon (6:45) Running modern day SpaceX: AI, Starlink, Rockets, and…
Sep 14, 2026 · 47 min
Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)(0:00) Jensen Huang joins The Besties! (1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology (9:58) Sensible AI regulation and RSI (16:05)…
Sep 11, 2026 · 1 h 36 min
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse(0:00) Bestie intros! (0:35) AI Doomsday: Valid concern or Doomer psyop? (33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO (58:45) OpenAI says it cracked…
Sep 4, 2026 · 1 h 32 min
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal(0:00) Bestie intros: Happy 50th Chamath! (1:17) OpenAI releases GPT-6 Astra: Have they reached AGI? (19:01) All-In Summit: Scholarships available! (19:56) Dwarkesh's Hugging Face…
Aug 29, 2026 · 1 h 37 min
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after…
Aug 26, 2026 · 1 h 30 min
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil…
Aug 24, 2026 · 56 min
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain (8:16) Climate science cuts: RCP 8.5 gets…
Aug 21, 2026 · 1 h 31 min
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens…
Aug 18, 2026 · 56 min
Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism…
Aug 14, 2026 · 1 h 40 min
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI…
Aug 13, 2026 · 1 h 12 min
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan…
Aug 8, 2026 · 1 h 15 min
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T…
Aug 5, 2026 · 48 min
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs…
Jul 31, 2026 · 1 h 37 min
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier…
Jul 28, 2026 · 1 h 9 min
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs(0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser…
Jul 24, 2026 · 1 h 34 min
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?(0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game…
Jul 20, 2026 · 42 min
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First…
Jul 18, 2026 · 1 h 30 min
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters(0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51)…
Jul 15, 2026 · 50 min
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One…
Jul 13, 2026 · 52 min
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's…
Jul 11, 2026 · 1 h 42 min
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM…
Jul 10, 2026 · 1 h 4 min
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to…
Jul 3, 2026 · 1 h 42 min
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5…
Jun 29, 2026 · 1 h 1 min
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18)…
Jun 26, 2026 · 1 h 42 min
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel…
Jun 23, 2026 · 1 h 3 min
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay(0:00) David Friedberg intros GameStop CEO Ryan Cohen! (1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce (11:58) Post-Chewy life, activist…
Jun 19, 2026 · 1 h 25 min
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and…
Jun 13, 2026 · 1 h 42 min
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections(0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions…
Jun 12, 2026 · 1 h 8 min
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy…
Jun 10, 2026 · 43 min
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question…
Jun 10, 2026 · 25 min
Dan Dreyfus: America's Critical Minerals Crisis is Here(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from…
Jun 9, 2026 · 29 min
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC…
Jun 8, 2026 · 31 min
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the…
Jun 7, 2026 · 40 min
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So…
Jun 6, 2026 · 32 min
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations…
Jun 5, 2026 · 31 min
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil…
Jun 4, 2026 · 33 min
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for…
Jun 3, 2026 · 30 min
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to…
Jun 2, 2026 · 32 min
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43) Navigating the compute…
May 29, 2026 · 1 h 35 min
Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the…
May 22, 2026 · 1 h 42 min
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22)…
May 15, 2026 · 1 h 17 min
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI…
May 12, 2026 · 1 h 35 min
Charles & Chase Koch on How They Quietly Built a $150B Empire(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Industries Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins…
May 10, 2026 · 1 h 11 min
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor…
May 8, 2026 · 1 h 22 min
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is…
May 1, 2026 · 1 h 21 min
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big…
Apr 29, 2026 · 1 h 9 min
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More…
Apr 24, 2026 · 1 h 31 min
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook…
Apr 17, 2026 · 1 h 31 min
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise…
Apr 10, 2026 · 1 h 29 min
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic…
Apr 8, 2026 · 1 h 2 min
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are…
Apr 6, 2026 · 1 h 9 min
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's…
Apr 3, 2026 · 1 h 21 min
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs…
Mar 27, 2026 · 1 h 20 min
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats…
Mar 26, 2026 · 38 min
Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips, and life-altering decisions…
Mar 23, 2026 · 1 h 38 min
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch (1:18:57) IREN CEO, Daniel…
Mar 23, 2026 · 1 h 17 min
How Matt Mahan Thinks He Can Save California(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions & Lobbying in Sacramento (19:05) California's Housing…
Mar 19, 2026 · 1 h 7 min
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis(0:00) Jensen Huang joins the show! (1:00) Acquiring Groq and the inference explosion (9:27) Decision making at the world's most valuable company (11:22) Physical AI's $50T market…
Mar 18, 2026 · 45 min
John Fetterman: The Rogue Democrat Who Broke Party Ranks(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship…
Mar 17, 2026 · 1 h 16 min
Travis Kalanick & Michael Dell Live from Austin, Texas(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving…
Mar 13, 2026 · 1 h 20 min
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the…
Mar 11, 2026 · 1 h
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04) Top priorities across both…
Mar 9, 2026 · 1 h 3 min
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security…
Mar 7, 2026 · 48 min
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender conditions, core principles…
Mar 6, 2026 · 1 h 23 min
Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of…
Mar 3, 2026 · 49 min
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What…
DEBRIEF7 min · Written and voiced by AI
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff PivotFeb 28, 2026 · 1 h 21 min
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the…
DEBRIEF8 min · Written and voiced by AI
Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael TraceyFeb 20, 2026 · 1 h 47 min
Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael Tracey(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey…
DEBRIEF7 min · Written and voiced by AI
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EVFeb 13, 2026 · 1 h 13 min
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In…
Feb 10, 2026 · 1 h 57 min
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27)…
Feb 7, 2026 · 1 h 19 min
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick(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…
Jan 30, 2026 · 1 h 30 min
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping(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…
Jan 25, 2026 · 2 h 15 min
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026(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…
Jan 24, 2026 · 1 h 6 min
Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos(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…
Jan 23, 2026 · 1 h 35 min
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!(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…
The latest 100 episodes.