All-In with Chamath, Jason, Sacks & Friedberg

Recent Episodes

1. Bill Gurley: Searching for Feynman

   Sep 19, 2026

   Bill Gurley, legendary venture capitalist and early backer of Uber and Zillow, delivers a keynote address at the All-In Summit comparing the investigative response to major catastrophes (Surfside condo collapse, Boeing 737 MAX crashes, Hurricane Katrina, Fukushima, Challenger shuttle disaster) with the near-complete absence of a rigorous root-cause investigation into COVID-19's origins. He argues that despite COVID causing 15 million deaths and $45 trillion in economic damage—3,000 times larger than all five other catastrophes combined—there has been no committed newsroom investigation, no bipartisan congressional committee, no independent commission comparable to the Rogers Commission, and no major lawsuit discovery process. Gurley contends that five prominent virologists (Francis Collins, Anthony Fauci, Peter Daszak, Jeremy Farrar, Ralph Baric) functioned as institutional blockers rather than objective experts, suppressing inquiry into lab-leak hypotheses through a coordinated misinformation campaign that weaponized the term "conspiracy theorist." He highlights the DEFUSE proposal—an EcoHealth Alliance grant application to insert a furin cleavage site into bat coronaviruses—as primary-source evidence that should have triggered immediate investigation under CAPA (Corrective and Preventive Action) principles used in aviation, pharma, and medical devices. Gurley calls for newsrooms to emulate the investigative heroism of journalists who won Pulitzers for other disasters, and urges the formation of an independent COVID origins commission led by someone with Feynman's or Kurokawa's integrity, arguing that prevention of future pandemics is impossible without root-cause determination.

2. Jared Isaacman: A New Era for NASA and American Space Exploration

   Sep 18, 2026

   NASA Administrator Jared Isaacman outlines NASA's strategic pivot toward human space exploration, nuclear propulsion, and lunar development under the Trump administration's national space policy. He discusses the urgency of the second space race with China, the Artemis program's accelerated timeline to return Americans to the moon by 2028, and the development of nuclear-powered spacecraft for Mars missions. Isaacman emphasizes NASA's refocus on core competencies, the establishment of a lunar base as a proving ground for Mars, and the role of commercial partnerships in sustaining American space leadership.

3. Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media

   Sep 18, 2026

   Nick Shirley, an independent investigative journalist, discusses his viral exposé of California's high-speed rail project—which has spent $15 billion over 18 years with virtually nothing to show—and his ongoing work uncovering government fraud across welfare programs, daycares, and immigration services. He describes California's passage of AB 2624 (the "Stop Nick Shirley Act"), a law designed to restrict his ability to record and expose fraud at facilities receiving government funding, which he is currently challenging in court. Shirley explains how he transitioned from vlogging to full-time investigative journalism, funded through audience support, and discusses the broader landscape of selective journalism and media capture that has enabled him to emerge as a unique voice exposing corruption.

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

   Sep 17, 2026

   Dina Powell McCormick, President and Vice Chairwoman of Meta, discusses Meta's $5 billion data center investment in Richland Parish, Louisiana, and its transformative economic impact on rural communities, including $50,000 teacher bonuses and job creation. She addresses common concerns about data center environmental impacts and unveils America's Workforce Academy, a training program that has already graduated 250 workers with a 90% retention rate for infrastructure jobs. McCormick also covers Meta's new teen safety agreement with 52 state attorneys general, Meta Glasses' accessibility features for blind veterans, and Meta's AI strategy under Mark Zuckerberg's philosophy of democratizing artificial intelligence.

5. Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

   Sep 17, 2026

   Brad Gerstner, founder and CEO of Altimeter Capital, delivers a comprehensive market and technology analysis covering AI infrastructure, semiconductor valuations, and revenue dynamics. He argues the AI market is not in a bubble, with semiconductors driving 70% of the Nasdaq's returns, and focuses on whether AI lab revenues can scale sufficiently to justify the massive capex buildout. Gerstner identifies three key risks—regulation, power/energy constraints, and rising interest rates—and presents a framework for portfolio positioning based on monthly AI lab revenue trends and macro conditions.

6. JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

   Sep 15, 2026

   Vice President JD Vance discusses the Trump administration's first 18 months, highlighting border control and manufacturing reindustrialization as major achievements. The conversation covers contentious issues including the Iran conflict, inflation, fiscal deficits, H-1B visa reform, federal fraud (estimated at $100B-$700B), AI regulation concerns, and U.S. foreign policy toward Israel and NATO, with Vance defending administration decisions while addressing criticism from Trump's own base.

7. Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

   Sep 15, 2026

   Satya Nadella, CEO of Microsoft, discusses AI safety, the frontier model slowdown, and Microsoft's strategic approach to AI infrastructure and product development. The conversation covers the economics of AI competition, the role of open-source models as a check on closed-source dominance, enterprise AI adoption barriers, and the importance of concrete productivity gains and community benefits to build public trust in AI.

8. Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger

   Sep 15, 2026

   Gwynne Shotwell, President and COO of SpaceX, discusses the company's evolution from a struggling startup to a multi-billion dollar enterprise spanning launch services, Starlink satellite internet, AI compute infrastructure, and advanced manufacturing. The episode covers SpaceX's operational strategy, the integration of XAI and other ventures, Starship development, and the ambitious Terafab chip manufacturing project. Elon Musk joins mid-episode to discuss AI safety risks, peer review mechanisms for AI model testing, and the potential merger of Tesla and SpaceX.

9. Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

   Sep 14, 2026

   Jensen Huang, CEO and founder of Nvidia, discusses AI safety concerns, open-source strategy, and the competitive landscape with China. He dismisses doomsday predictions about AI as unfounded, defends frontier labs' safety practices, and explains Nvidia's capital allocation strategy across the AI infrastructure ecosystem. President Trump calls in to affirm his support for AI development and data center buildout.

10. AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

    Sep 11, 2026

    The all-in podcast hosts discuss whether AI doomsday concerns are legitimate risk or coordinated regulatory capture ('psyop'). They analyze Jacob Coxon's resignation from Anthropic and claims that AI could kill humanity by 2030, examining the organized amplification by EA-aligned groups and implications for Anthropic's IPO. The conversation pivots to Nike's catastrophic 80% stock decline, attributing failure to woke marketing campaigns and abandonment of its 'mastery and excellence' brand positioning.