All-In with Chamath, Jason, Sacks & Friedberg

(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) Understanding Bill Gates the Doomer

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/2110128893680378299

https://www.google.com/finance/quote/CRWV:NASDAQ

https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html

https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips

https://polymarket.com/event/coreweave-announces-bankruptcy-by

https://x.com/FearedBuck/status/2109443893955567694

https://polymarket.com/event/ipos-before-2027

https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo

https://www.anthropic.com/research/self-replicating-ai

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://x.com/DavidSacks/status/2109849209742450696

https://www.anthropic.com/research/distillation-defenses

https://x.com/brian_armstrong/status/2109412046244913643

(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

(31:34) Why they did the documentary with Nathan Fielder

(35:47) The road home, restitution math, why his new company is not Theranos 2.0

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

(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 gifted-kid trap & what prison taught him

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: 

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

#allin #tech #news

(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 launches Dots, is IP worthless?

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html

https://www.anthropic.com/constitution

https://x.com/andrewcurran_/status/2108244808494154089

https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800

https://www.lesswrong.com/users/eliezer_yudkowsky

https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640

https://en.wikipedia.org/wiki/Roko%27s_basilisk

https://www.nytimes.com/2026/10/06/science/openai-math-problems.html

https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/

https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents

https://scottaaronson.blog/?p=10169

https://x.com/imjustnewatai/status/2107601711032373333

https://x.com/skdh/status/2107848423726555204

https://x.com/friedberg/status/2107856770609844491

https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273

https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html

https://www.nytimes.com/2026/10/08/bus…

(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, poverty, and more

(1:00:24) Midterm predictions, 2028 look ahead

(1:09:28) Media coverage of attempted terrorist hijacking

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/WhiteHouse/status/2105292669303791687

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30

https://www.atlantafed.org/research-and-data/data/gdpnow

https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm

https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e

https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362

https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30

https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel

https://polymarket.com/predictions/midterms

https://x.com/OliaOnX/status/2105333178814832963

https://x.com/NYTimesPR/status/2105328158379856153

(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, playing the sixth man & what fame buys

(37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets

(46:10) Riding winners, getting cash back to investors & spotting bubble behavior

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: 

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Intro Music Credit:

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https://x.com/yung_spielburg

#allin #tech #news

(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, and regulating compute

(44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1 

Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE 

Follow the besties: 

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

#allin #tech #news

(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) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama

(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure

(1:27:13) Anthropic's bio research and "wet lab" in SF

Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.deepseek.com/en/news/deepseek-v4-1-flash

https://x.com/XiaomiMiMo/status/2102138559952290106

https://x.com/0x0SojalSec/status/2101738277049131358

https://prismml.com

https://x.com/SenSanders/status/2102827319123693689

https://x.com/yipitdata/status/2102781268974793023

https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/

https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc

https://polymarket.com/event/ipos-before-2027

https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

https://x.com/rauchg/status/2101186741042663579

https://www.anthropic.com/constitution

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://x.com/mustafasuleyman/status/2100223594534150428

https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it

https://www.anthropic.com/news/claude-di…

(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 gets acquired, why they don't build & the founder question

(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: 

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

#allin #tech #news

(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

(26:58) The city up close: the parks, small business & who the rules actually reward

(36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal

(47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: 

https://x.com/chamath

https://x.com/Jason

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

#allin #tech #news

(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, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: 

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

#allin #tech #news

(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 partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: 

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#allin #tech #news

(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 partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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#allin #tech #news

(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!

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Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(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 toward scientific discovery and deep space research

(35:46) Space Race 2.0: China and Russia

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference.  https://iren.com

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

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(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 threat to mainstream outlets

(27:34) What's next for Nick: Investigating welfare fraud, building his platform

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(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 Workforce Academy, the job growth in re-industrializing America

(26:58) Meta's recent social media settlement, new rules for teens

(35:25) Meta glasses and Zuck's AI strategy

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(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 partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(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

(21:48) Relationship with Israel, rational foreign policy

(25:19) JD Vance's midterms message

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(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 master plan for AI, how they are allocating capital

(31:00) China's slow down, changing AI perception, data center benefits

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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(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

(27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"

(36:53) Elon and Gwynne on their working relationship, Starship's future

(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX

(52:51) Lying AIs, how to do AI peer review right

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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Intro Music Credit:

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Intro Video Credit:

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(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 Hoax

(31:29) The AI boom and Nvidia's capital allocation strategy

(40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow Jensen:

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(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 80%: What went wrong?

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Intro Music Credit:

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Intro Video Credit:

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Referenced in the show:

https://x.com/hilbertspaess/status/2097476196791709843

https://x.com/EvanHub/status/2097497037956891126

https://x.com/BernieSanders/status/2097705093520863568

https://x.com/GovPritzker/status/2097715871309312220

https://x.com/DavidSacks/status/2097861539491463331

https://www.youtube.com/watch?v=e_ZDQKq2F08

https://x.com/DavidSacks/status/2097861539491463331

https://polymarket.com/event/ipos-before-2027

https://x.com/bgurley/status/2097690522437444050

https://x.com/polynoamial/status/2097381286193316203

https://x.com/OpenAI/status/2097374640582668336

https://x.com/OpenAI/status/2097375276384567642

https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html

https://x.com/libsoftiktok/status/2096970501017010461

https://x.com/spencerpratt/status/2096390079132360936

https://x.com/DrEliDavid/status/2096519550103691364

(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 in NYC schools K-8 

(1:18:58) US-Venezuela oil deal

The All-In Summit is only 1 week away! You won't want to miss it: https://theallinsummit.com

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://openai.com/index/gpt-6-astra

https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi

https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027

https://x.com/chamath/status/2095511879951192279

https://x.com/Jason/status/2095521697411514626

https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education

https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244

https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716

(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 interference

(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed

(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules

(1:22:52) Science Corner: Moderna's mRNA cancer vaccine

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Referenced in the show:

https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html

https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

https://polymarket.com/event/largest-company-end-of-december-2026

https://www.cnbc.com/2026/08/18/treasury-yields-.html

https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html

https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes

https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74

https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6

https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

(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 Los Alamos?

(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?

(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison

(01:16:12) China poaches our best scientists, AI reads the trash can corpus

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(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 stagnated? 

(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28 

(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American 

(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71

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(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, and the "DMV for AI"

(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement

(56:33) a16z under DOJ investigation over "interlocking directorates"

(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag

Come hang with the Besties at the All-In Summit | September 13-15:

⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠

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(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, felony charges, and privacy concerns

(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired

(28:25) AI, drones, facial recognition, and avoiding predictive policing

(39:43) Safety is a privilege and who actually needs Flock

(45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on

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