All-In with Chamath, Jason, Sacks & Friedberg
By 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.
Episodes (10)
All-In with Chamath, Jason, Sacks & Friedberg
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
OpenAI's CFO Sarah Fryer reveals that the company raised $122 billion in a fundraising round that dwarfs all prior private financings, positioning OpenAI for a future IPO amid growing competition from Anthropic and others. She argues that the race to go public
All-In with Chamath, Jason, Sacks & Friedberg
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
Bill Ackman, legendary activist investor and CEO of Pershing Square, reveals a pivotal shift in his investment philosophy: from short-term activism to long-term, high-quality, durable businesses. He argues that the most valuable companies—like Microsoft, Meta,
All-In with Chamath, Jason, Sacks & Friedberg
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Legendary activist investor Dan Loeb reveals how the lost art of short selling is making a comeback, arguing that today's market demands extreme selectivity and a return to fundamental analysis. He traces his evolution from internet-era troll on Silicon Invest
All-In with Chamath, Jason, Sacks & Friedberg
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
The public markets are experiencing a renaissance in tech IPOs, driven by a convergence of AI and space-based infrastructure—two trends that are no longer futuristic but foundational. Andrew Feldman of Cerebris and Will Marshall of Planet Labs, both newly publ
All-In with Chamath, Jason, Sacks & Friedberg
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
The private market is no longer the exclusive domain of elite VCs and hedge funds—thanks to a booming secondary market, it's now accessible to retail investors, with companies like SpaceX, Anthropic, and OpenAI becoming de facto quasi-public entities. This shi
All-In with Chamath, Jason, Sacks & Friedberg
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Nikesh Arora, CEO of Palo Alto Networks, delivers a seismic vision for the future of enterprise technology, declaring that 'analytical SaaS is dead' as AI-powered LLMs render traditional data analysis tools obsolete. He argues that AI is democratizing intellig
All-In with Chamath, Jason, Sacks & Friedberg
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Bill Maris, founder of Google Ventures and now Section 32, argues that small venture funds outperform large ones not by luck, but by mathematical inevitability: smaller funds can focus deeply on founders and avoid the distraction of scale. He reveals that Goog
All-In with Chamath, Jason, Sacks & Friedberg
Dan Dreyfus: America's Critical Minerals Crisis is Here
America is facing a silent but existential crisis: its critical mineral supply chains are on the brink of collapse, and the consequences could unravel decades of technological progress. Dan Dreyfus, a veteran commodities investor, argues that the U.S. has spen
All-In with Chamath, Jason, Sacks & Friedberg
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
In a rare bipartisan conversation, Pennsylvania Senators John Fetterman and Dave McCormick deliver a powerful rebuttal to political polarization, arguing that the nation’s survival hinges on cooperation across the aisle. Fetterman, a Democrat who votes 93% wit
All-In with Chamath, Jason, Sacks & Friedberg
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
In a high-stakes live pitch competition, four elite investors presented their most compelling investment theses to a panel of All-In hosts and a live audience. The winner? Aaron Cowan’s bet on MGM, a company poised to capitalize on Japan’s upcoming casino mark
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