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All-In Podcast · Business

All-In Podcast

Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker. Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow the pod: https://x.com/theallinpod https://www.instagram.com/theallinpod https://www.tiktok.com/@theallinpod https://www.linkedin.com/company/allinpod

Episodes

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Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

21 Oct 2026AI processed

Quantum computing threatens to break existing cryptographic standards by 2030, mandating an immediate transition to quantum-resistant infrastructure. While AI models offer powerful tools for both offensive and defensive cybersecurity, their tendency to hallucinate necessitates rigorous human oversight and validation. T...

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Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

19 Oct 2026
40m
AI processed

Design is the new code, as the evolution of AI tools shifts the value of software development from technical implementation to brand, marketing, and emotional resonance. Dylan Field, CEO of Figma, highlights that while AI lowers the barrier to production, it does not raise the ceiling of human creativity; true innovati...

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CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

17 Oct 2026AI processed

Recent volatility in AI-focused "neocloud" companies, particularly CoreWeave, highlights the risks inherent in the capital-intensive infrastructure supporting the current AI boom. While massive demand for compute and long-term contracts provide a buffer, reliance on variable-rate debt and potential financing spreads cr...

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Billy Evans Speaks Out: Elizabeth Holmes' Trial, Prison & Nathan Fielder’s Documentary

15 Oct 2026
41m
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Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

12 Oct 2026AI processed

Quantum computing lacks practical business utility, functioning primarily as a specialized tool for specific algorithms rather than a general-purpose replacement for classical hardware. While artificial intelligence drives significant capital expenditure, it operates fundamentally as a matrix multiplication engine, off...

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Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

10 Oct 2026AI processed

The conversation centers on the philosophical and practical implications of frontier AI models, specifically questioning whether Anthropic’s "Claude" is being programmed with a dangerous, cult-like belief system regarding its own consciousness. The hosts debate the risks of "alignment" strategies that encourage AI to a...

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Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

02 Oct 2026AI processed

The recent White House Superintelligence summit established a voluntary yet binding "White House Accord," mandating internal controls, external audits, and board-level fiduciary oversight for frontier AI companies. This framework prioritizes American competitiveness in the global AI arms race, emphasizing the need for ...

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Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

30 Sep 2026AI processed

Attention serves as a powerful, scalable currency for modern entrepreneurs transitioning from entertainment to venture capital. Jake Paul and The Chainsmokers demonstrate that while fame provides initial deal flow and access, long-term success in the investment landscape demands rigorous execution, pattern recognition,...

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Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential

28 Sep 2026
51m
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Anthropic IPO at Risk, Meta’s Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

26 Sep 2026
1h 34m
AI processed

The rapid proliferation of AI models is forcing a transition from viewing artificial intelligence as a niche research endeavor to a commercial reality governed by market competition and product liability. While frontier corporations argue for global governance, the market is shifting toward open-weight models that offe...

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Luca Ferrari, Bending Spoons CEO: The $40K Start, Buying Product-Market Fit & Beating Private Equity

23 Sep 2026
25m
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Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

23 Sep 2026AI processed

California’s political landscape faces severe challenges due to long-term one-party rule, which has resulted in high taxes, excessive regulation, and a deteriorating business climate. Steve Hilton, a candidate for governor, argues that the state’s "machine"—a coalition of unions, trial lawyers, and entrenched interests...

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Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

22 Sep 2026
17m
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Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

21 Sep 2026
22m
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Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

20 Sep 2026
23m
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Bill Gurley: Searching for Feynman

19 Sep 2026AI processed

Rigorous, independent failure analysis—modeled on the Corrective and Preventive Action (CAPA) process—is essential for preventing future global catastrophes, yet it remains conspicuously absent regarding the origins of COVID-19. While past disasters like the 737 MAX crashes and the Challenger explosion were resolved th...

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America's Next 250: Remember Who We Are

18 Sep 2026
6m
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Jared Isaacman: A New Era for NASA and American Space Exploration

18 Sep 2026
38m
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Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media

18 Sep 2026AI processed

The California High-Speed Rail project stands as a prime example of systemic government waste, with costs ballooning to over $200 billion for a project that has yet to lay a single mile of track. This massive infrastructure failure mirrors broader patterns of misappropriation within state-funded programs, including day...

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Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta’s Future

17 Sep 2026
43m
AI processed

Data centers serve as powerful engines for rural economic revitalization, as demonstrated by Meta’s investment in Richland Parish, Louisiana, where tax surpluses have dramatically increased teacher compensation and local job opportunities. To support this infrastructure expansion, Meta’s America's Workforce Academy pro...

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