In this episode of the All-In podcast, recorded in person from Las Vegas, the hosts—Jason Calacanis, David Sacks, and Chamath Palihapitiya—begin by thanking The Venetian for hosting them during F1. They then dive into a discussion about the release of the Epstein Files, weighing the potential for political fallout against the need for transparency and victim protection. The conversation shifts to Tether and stablecoins, with Sacks explaining their utility in developing countries and the regulatory challenges they face in the US. The hosts then analyze Nvidia's financial performance and debate Michael Burry's short position, questioning his understanding of accounting principles in the context of AI. They also discuss Google's Gemini 3 and the competitive landscape of AI models, speculating on potential winners and losers. Later, poker player Alan Keating joins the podcast to discuss his unique approach to high-stakes poker, emphasizing the importance of mastering fear and reading opponents. Finally, Phil Helmuth makes a brief appearance.
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