The week's news · new episode 23 Oct 2026
All-In
Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg
Four investors on the week in technology, markets and politics.
Follow on Apple PodcastsThe regulars
Investors named as guests in the most episode titles on All-In.
Every episode 440 · page 1 of 15
- 440AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?23 Oct 2026 · 1h 43mNikesh Arora▶Show page
About this episode
(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 (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal?…
- 439Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse21 Oct 2026 · 40 minNikesh Arora▶Show page
About this episode
(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 Regulation and the Global AI Arms Race (30:32) Vertical Integration and Software Consolidation Follow Nikesh: https://x.com/nikesharora…
- 438Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity19 Oct 2026 · 41 minDylan Field▶Show page
About this episode
(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. Figma, the "SaaS apocalypse" (18:52) Creativity in the AI era: why taste and boldness win (36:02) Human agency, AI's promise, and what…
- 437CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer17 Oct 2026 · 1h 34mBill GatesBen Horowitz▶Show page
About this episode
(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 investor day gets mixed reactions (1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices (1:22:19)…
- 436Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary15 Oct 2026 · 42 min▶Show page
About this episode
(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 (19:28) Understanding the verdict, sentencing, and the mistake of staying silent (26:09) Elizabeth calls from prison, her life in jail…
- 435Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him12 Oct 2026 · 25 minMartin Shkreli▶Show page
About this episode
(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 journey from hedge fund trader to pharma (11:37) AI, drug discovery, and who actually wins (21:32) Brilliance and rule-breaking, the…
- 434Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots10 Oct 2026 · 1h 33m▶Show page
About this episode
(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 community backlash (1:02:03) Riots in France, Friedberg's socialism metric, bond market (1:21:41) Grok Bot goes headless, OpenAI…
- 433Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions2 Oct 2026 · 1h 22m▶Show page
About this episode
(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 security, America.gov, coordinated doomer messaging (45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing,…
- 432Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs30 Sept 2026 · 53 minJake PaulAlex PallDrew Taggart▶Show page
About this episode
(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 celebrity label & why politics is next (20:46) Drew Taggart & Alex Pall join the Besties! (30:35) From artists to investors: picking deals,…
- 431Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential28 Sept 2026 · 51 minDaniel Ek▶Show page
About this episode
(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, the $499 body scan, and why US healthcare waits until you're sick (36:04) AI: Tech's failure to sell the upside, open vs. closed models,…
- 430Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails26 Sept 2026 · 1h 34m▶Show page
About this episode
(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: What this means for frontier companies (29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure (53:11)…
- 429Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete23 Sept 2026 · 26 minLuca Ferrari▶Show page
About this episode
(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 out of 10 standard (9:55) Debt as an accelerant, what happens if rates rise & who else is bidding (14:58) Inside the deal desk: what…
- 428Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans23 Sept 2026 · 56 min▶Show page
About this episode
(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, the cost-of-living pitch & the case against Becerra (21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped…
- 427Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine22 Sept 2026 · 18 minBlake Scholl▶Show page
About this episode
(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 jets & what winning looks like Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform,…
- 426Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology21 Sept 2026 · 23 minNaveen Rao▶Show page
About this episode
(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 systems & a new kind of machine (19:46) Chamath joins: the path to product, porting existing models & building the team Thanks to our…
- 425Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market20 Sept 2026 · 24 minAdam Foroughi▶Show page
About this episode
(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 crackdown & how agents change people's shopping (20:00) How a lean team beats the giants, margin moats & building in China Thanks to our…
- 424Bill Gurley: Searching for Feynman19 Sept 2026 · 38 minBill Gurley▶Show page
About this episode
(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: https://www.p3.institute/searching_for_feynman_resource_links.html Thanks to our partners for making this possible! IREN is a vertically…
- 423Jared Isaacman: A New Era for NASA and American Space Exploration18 Sept 2026 · 39 min▶Show page
About this episode
(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 realistic (25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space (32:43) Allocating capital…
- 422Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media18 Sept 2026 · 33 min▶Show page
About this episode
(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 fraud arrests (17:03) How he got into investigative journalism and finding fraud (23:32) Selective journalism and why Nick is a major…
- 421Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future17 Sept 2026 · 44 min▶Show page
About this episode
(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 Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns (19:57) America's…
- 420Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem17 Sept 2026 · 18 minBrad Gerstner▶Show page
About this episode
(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, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates Thanks to our…
- 419JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms15 Sept 2026 · 28 min▶Show page
About this episode
(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 approach: Dealing with Doomerism, "Frankenstein," and AI negativity (16:23) H-1B abuse and the massive $1T+ of fraud in federal spending…
- 418Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI15 Sept 2026 · 37 minSatya Nadella▶Show page
About this episode
(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 slowdown mean for new AI products? (14:22) Economic incentives for frontier lab doomerism, where the AI profits are (22:45) Microsoft's…
- 417Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger15 Sept 2026 · 1h 4mGwynne ShotwellElon Musk▶Show page
About this episode
(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 X (13:43) Direct to cell with Starlink, retiring rockets, competition (18:34) Data centers in space (22:00) Management at SpaceX…
- 416Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)14 Sept 2026 · 47 min▶Show page
About this episode
(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) Hugging Face acquisition, future of Open Source, and the race with China (22:58) President Trump calls in live to discuss the Doomer…
- 415AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse11 Sept 2026 · 1h 36m▶Show page
About this episode
(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 a 200 year old math problem, but did it front-run users with their own data? (1:19:55) Nike removed from S&P 100 after stock tanks…
- 414GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal4 Sept 2026 · 1h 32m▶Show page
About this episode
(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 hack article sparks a Bernie Sanders AI ban (37:03) EAs, AI-brained influencers, and the conflicts of interest (59:26) Mamdani bans AI…
- 413Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine29 Aug 2026 · 1h 37m▶Show page
About this episode
(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 big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market…
- 412Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics26 Aug 2026 · 1h 30mEric Weinstein▶Show page
About this episode
(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 Rights Act, kill peer review, fund people not ideas (41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret…
- 411Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China24 Aug 2026 · 56 min▶Show page
About this episode
(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 pulled and the "climate emergency" narrative collapses (13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science…
Who the show talks about
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.
