All-In with Chamath, Jason, Sacks &amp; Friedberg

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

Referenced in the show:

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

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

29 aug 2026 | 01:36:41

(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

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

http://theallinsummit.com

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

Referenced in the show:

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

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

26 aug 2026 | 01:30:20

(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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Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

24 aug 2026 | 00:55:59

(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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⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠

#allin #tech #news

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

21 aug 2026 | 01:30:53

(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:

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#allin #tech #news

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

18 aug 2026 | 00:55:58

(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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#allin #tech #news

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

14 aug 2026 | 01:39:30

(0:00) Gavin Baker joins the show!

(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing

(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI

(56:41) All-In Summit Speaker Announcements!

(58:13) Nvidia's $500B financing plan, how the AI market could fall apart

(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers

(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy

(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B

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https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa

Referenced in the show:

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

https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion

https://x.com/elonmusk/status/2052069691372478511

https://www.meta.com/thefutureisforeveryone

https://x.com/Home_of_Fight/status/2086504599444140344

https://x.com/JensenHuang/status/2086934705207959965

https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html

https://www.google.com/finance/beta/quote/WDAY:NASDAQ

https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X

https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

13 aug 2026 | 01:11:36

(0:00) Jason and Friedberg welcome Rahm Emanuel

(1:16) Lessons from working with Clinton and Obama

(7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan

(28:49) Europe: Reasons for the decay of the West

(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans

(46:55) National debt, government interference in markets, fixing education

(1:09:24) DSA vs Democrats

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Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

08 aug 2026 | 01:15:18

(0:00) Bestie intros! Brad Gerstner fills in for Chamath

(2:16) Major shakeups at Google: AI brain drain or better strategy?

(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?

(45:44) All-In Summit Speaker Announcements!

(48:01) Airtable sells for a 90% discount: SaaSpocalypse?

(1:05:56) Chinese AI labs are buying US training data to catch up

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https://x.com/the_ai_investor/status/2084687703707361429

Referenced in the show:

https://x.com/Tesla/status/2085365278276284803

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

05 aug 2026 | 00:48:19

(0:00) Saronic founders join the show!

(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1

(13:04) $3B destroyers vs. Marauder

(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy

(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?

(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?

(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs

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Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

31 jul 2026 | 01:36:34

(0:00) Bestie intros

(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called

(20:20) China's advantage and green shoots for the US economy

(34:12) Frontier Labs say "SLOW DOWN AI"

(1:01:15) Why are frontier labs "burning books"?

(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"

(1:24:44) Science Corner: Understanding and mapping the brain

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https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html

Referenced in the show:

https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b

https://polymarket.com/event/fed-decision-in-september-762

https://situational-awareness.ai

https://www.cnbc.com/quotes/US30Y

https://x.com/nicolasfulghum/status/2082083884578050299

https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321

https://www.pacingthefrontier.com/

https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html

https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive

v https://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28

https://www.google.com/finance/beta/quote/ASML:NASDAQ

https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html

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

https://x.com/v_nefodov/…

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

28 jul 2026 | 01:08:35

(0:00) Intro: Humanoids, Robots, & AI+

(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids

(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate

(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform

(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"

(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable

(42:36) Amanda McMaster: Chinese Robotics Security Risks

(47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts

(58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?

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The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

24 jul 2026 | 01:33:44

(0:00) Bestie intros!

(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture

(27:38) Anthropic/OpenAI historic growth rates, China's long game

(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy

(1:07:12) Google and Tesla stocks tank on surging AI capex

(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

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https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons

Referenced in the show:

https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi

https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai

https://x.com/mkratsios47/status/2079933645888880708

https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747

https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks

https://stratechery.com/2026/whos-afraid-of-chinese-models

https://x.com/CommerceGov/status/2080341953086886387

https://x.com/tickerplus/status/2080123562560504240

https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking

https://x.com/sama/status/2077817060068057493

https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20

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

https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation

<…

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

20 jul 2026 | 00:41:39

(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble

(7:50) AI's real-world limits: why enterprise AI is harder than expected

(16:38) Transitioning to an AI-First Workspace

(21:26) Health & AI: self-directed healthcare and biometric data

(24:30) Politics, wealth tax, and AI as a truth-seeking force

(35:12) Knicks & Sports Talk

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https://www.instagram.com/reels/Da0pGahBwaW

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

18 jul 2026 | 01:29:55

(0:00) Bestie intros!

(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body

(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal

(37:51) Apple sues OpenAI, alleging stolen trade secrets

(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model

(59:53) NY bans datacenters, becoming first state to enact a moratorium

(1:22:57) Science Corner: New data on reversing aging!

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https://x.com/chamath/status/2077502408528212144

Referenced in the show:

https://x.com/demishassabis/status/2076957440109625718

https://x.com/satyanadella/status/2076323181154230284

https://x.com/Jason/status/2076231055443440105

https://x.com/SquawkCNBC/status/2077741908391031246

https://thinkingmachines.ai/news/introducing-inkling

https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415

https://x.com/politico/status/2077315780144996633

https://x.com/DavidSacks/status/1978145266269077891

https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15

https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news

https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf

https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardware-215438163.html

https://x.com/markgurman/status/2076306380583997665

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

15 jul 2026 | 00:49:44

(0:00) Former Intel CEO Pat Gelsinger joins Jason!

(1:41) What Went Wrong at Intel

(15:19) Why a Taiwan Blockade Would Cripple the US Economy

(25:00) Lovable's Anton Osika: One Million New Apps a Week

(33:38) How Lovable is Bringing Down Builder Costs

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And a special thank you to Raise Summit for hosting us in Paris

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

13 jul 2026 | 00:51:33

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs

(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic

(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour

(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models

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And a special thank you to Raise Summit for hosting us in Paris

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

11 jul 2026 | 01:42:05

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg!

(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence

(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly

(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?

(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism

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Referenced in the show:

https://x.com/thejessezhang/status/2074154325933424861

https://x.com/praveenTweets/status/2074605343439810922

https://x.com/nikesharora/status/2074802778074124434

https://x.com/nikesharora/status/2074814752174522857

https://x.com/brian_armstrong/status/2070670644577280109

https://x.com/andyfang/status/2074252174226493584

https://x.com/nikesharora/status/2074630732019036574

https://x.com/finkd/status/2075218444056707458

https://x.com/alighodsi/status/2074996561306955958

https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight

https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed

https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07

https://x.com/KurtSupeCPA/thread/2074817292550984010

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

10 jul 2026 | 01:03:57

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)

(1:50) Reasoning, Inference, and Breaking Moore's Law

(16:28) Open Source, AI Sovereignty, and the Road to AGI

(40:54) The Innovation Behind Generative Video (Robin Rombach)

(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP

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AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

03 jul 2026 | 01:42:11

(0:00) Bestie intros: Happy Fourth of July!

(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"

(33:52) Update on the AI jobs debate

(50:24) Anthropic's Fable 5 available after export restrictions lifted

(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO

(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

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https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models

Referenced in the show:

https://x.com/PalantirTech/status/2072326189079757277

https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f

https://www.google.com/finance/quote/FIG:NYSE

https://x.com/DavidSacks/status/2072673187666813226

https://x.com/chamath/status/2072665199786561713

https://x.com/quxiaoyin/status/2072428278976074115

https://x.com/chamath/status/2072390507628540213

https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us

https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary

https://x.com/GavinNewsom/status/2070496029280276571

https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed

https://x.com/JeanneIves/status/2072165726526308719

https://polymarket.com/event/democratic-presidential-nominee-2028

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

29 jun 2026 | 01:00:42

(0:00) Nate Silver joins the pod!

(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India

(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base

(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems

(45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed

(50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard

(55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC

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https://x.com/GavinSBaker

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

26 jun 2026 | 01:41:43

(0:00) Gavin Baker and Travis Kalanick join the show!

(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC

(22:51) Future of the Democratic Party, the Israel issue, social media bans

(45:12) China's open-source AI catch up, distillation, OpenAI's new chip

(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware

(1:10:17) The math behind distributed compute and datacenters in space

(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

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https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579

Referenced in the show:

https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710

https://x.com/thestustustudio/status/2067356255916536120

https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127

https://x.com/EndWokeness/status/2069645066252034288

https://x.com/america/status/2069622732279402804

https://x.com/realmaalouf/status/2069433391162798337

https://x.com/JoshBlockDC/status/2070108811851882691

https://x.com/EndWokeness/status/2069776474429624684

https://x.com/EndWokeness/status/2068829255786803368

https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people

https://x.com/PirateWires/status/2069146641266094417

https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflati…

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

23 jun 2026 | 01:03:03

(0:00) David Friedberg intros GameStop CEO Ryan Cohen!

(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce

(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles

(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)

(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace

(49:33) Why eBay has rejected the offer, media bias against GameStop

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World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

19 jun 2026 | 01:24:30

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions

(33:34) Behind the scenes of Anthropic's Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

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https://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html

Referenced in the show:

https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026

https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html

https://www.bbc.com/news/articles/cgrk21wnvy9o

https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg

https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire

https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos

https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls

https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product

https://x.com/DavidSacks/status/2065853007619588171

https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578

https://www.anthropic.com/news/fable-mythos-access

https://stratechery.com/2026/anthropics-safety-superpower

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

13 jun 2026 | 01:42:00

(0:00) Besties are back!

(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns

(29:16) The AI regulatory capture trap, pragmatic safety solutions

(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"

(59:22) Liquidity recap: Best moments and takeaways

(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs

(1:12:27) California's loose election laws creating integrity doubts

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Intro Video Credit:

https://www.anthropic.com/news/claude-fable-5-mythos-5

Referenced in the show:

https://x.com/Scobleizer/status/2064641097310335294

https://x.com/GergelyOrosz/status/2064618497150210391

https://x.com/cremieuxrecueil/status/2064433331970720187

https://x.com/Yuchenj_UW/status/2064524668208545955

https://stratechery.com

https://x.com/peter_szilagyi/status/2064620043896291671

https://darioamodei.com/post/policy-on-the-ai-exponential

https://screendna.org

https://x.com/DavidSacks/status/2065120386660880765

https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html

https://polymarket.com/event/how-high-will-inflation-get-in-2026

https://polymarket.com/event/fed-rate-hike-in-2026

https://x.com/robbystarbuck/status/2063602942637158423

https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme

https://www.dol.gov/newsroom/releases/osec/osec20260218

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

12 jun 2026 | 01:07:57

(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy

(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology

(40:20) Multicoin Capital's Kyle Samani pitches GEODNET

(54:50) The Besties recap the pitches and announce winners

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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https://www.linkedin.com/in/aaron-cowen-0a44a450

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https://x.com/SenFettermanPA

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

10 jun 2026 | 00:43:23

(0:00) PA Senators Fetterman and McCormick join the Besties

(0:33) Bipartisanship in 2026, rejecting extremism

(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism

(13:33) Fixing wealth concentration in the US

(19:51) Graham Platner, why extremism wins primaries, and what it means for the future

(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation

(41:05) Insane level of money in politics, fixing the broken system

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EY - EY helps private equity firms turn market insight into action, navigating complexity and unlocking new paths to growth and long-term value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

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https://www.ey.com/en_us/services/strategy-transactions/liquidity-working-capital-advisory?WT.mc_id=3501316&AA.tsrc=sponsorship

Dan Dreyfus: America's Critical Minerals Crisis is Here

10 jun 2026 | 00:24:37

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact of China cutting off the US from critical minerals

(8:18) Copper's Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

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EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.

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https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

09 jun 2026 | 00:28:42

(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine learning

(9:51) Why small VC funds beat big ones on average

(14:36) OpenAI's valuation problem and the AI price war

(19:09) AI's "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

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Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

08 jun 2026 | 00:31:22

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!

(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks

(5:15) Are cyber defenders losing the race against AI attackers?

(6:50) Analytical SaaS is dead, so what survives the AI wave?

(14:06) If models become a utility, where will the money be made?

(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI

(28:22) Palo Alto's M&A playbook and the path to $1 trillion

Thanks to our partners for making this possible!

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