All-In with Chamath, Jason, Sacks & Friedberg

38 episodes scanned. 29% of ad slots promote the show's own products.

Recent Episodes

1. Anthropic S-1 Shocker, Greatest Business Ever? Google's $500B Wipeout, Midterm Predictions

   Oct 30, 2026

   This All-In episode is a roundtable of the four hosts with no external guest. They analyze Anthropic's S-1 filing, covering its reported revenue growth, capital efficiency, compute-driven risk factors, customer concentration, and planned IPO. The episode also covers Alphabet's stock decline over search revenue share and closes with a discussion of the 2026 midterm election outlook.

2. WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member Data Moat, & the FDA Fight

   Oct 29, 2026

   WHOOP CEO Will Ahmed discusses the company's shift from a $500 one-time hardware model to a recurring subscription, and how that changed its product cadence and focus on member engagement. The conversation covers the health data WHOOP collects (about 500 million hours of continuous physiological data from roughly 4 million members), its AI coach and journal-based behavioral insights, and how heart rate variability has flagged health issues for users. The episode also touches on WHOOP's data policy, its athlete ambassador program including LeBron James, and the regulatory relationship with the FDA.

3. AI Cyber Panic, Ken Griffin's Bubble Warning, The Fall of France?

   Oct 23, 2026

   Palo Alto Networks CEO Nikesh Arora joins the hosts to discuss the cybersecurity fallout from PHP exploits discovered with AI tools, which triggered precautionary shutdowns and government warnings across Europe and the US. The conversation also covers enterprise choices between open-source and closed AI models, compute scarcity, and whether banks' restrictions on AI agents accessing accounts are a security or liability issue. The episode opens with the hosts' debate over Ken Griffin's AI bubble warning and closes with a discussion of minimum wage policy and the Trump administration's messaging.

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

   Oct 21, 2026

   IBM CEO Arvind Krishna and Palo Alto Networks CEO Nikesh Arora discuss the timeline for quantum computing threats to current encryption and the need to adopt post-quantum cryptography now. They also cover open-weight versus frontier AI models, AI-driven cyber attacks and defense, AI regulation and global competition, and software consolidation and vertical integration. The hosts, Chamath and David, moderate the conversation.

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

   Oct 19, 2026

   Figma CEO Dylan Field discusses the company's origins, its attempted $20 billion acquisition by Adobe that was blocked by regulators, and how the team handled the uncertainty internally. The conversation also covers the "SaaS apocalypse" debate, competition from AI model companies like Anthropic, and Figma's growth after Claude Design launched. Field closes by discussing whether AI expands or limits human creativity, design as a differentiator in software, and the role of taste and boldness.

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

   Oct 17, 2026

   Ben Horowitz guest-hosts this episode, filling in for Friedberg, and joins the hosts to discuss the CoreWeave debt selloff and whether it signals a broader AI bubble. The conversation also covers the neocloud business model, the GPU supply shortage, the planned Anthropic and OpenAI IPOs, rising long-term bond yields, and Bill Gates's public warnings about AI. Horowitz draws on his experience with Loudcloud and the dot-com bandwidth crash.

7. Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

   Oct 15, 2026

   Billy Evans, partner of Elizabeth Holmes, discusses how they met in 2017, his experience of the indictment, trial, and sentencing, and the family's life during her imprisonment. He also talks about the documentary made with Nathan Fielder and the restitution and sentencing calculations. The episode closes with his current diagnostics venture, Hamanthus, which he presents as distinct from Theranos.

8. Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

   Oct 12, 2026

   Martin Shkreli, former hedge fund trader and pharmaceutical company founder, discusses why he is short quantum computing stocks, arguing that quantum machines offer little business value beyond specific algorithms like integer factorization. He also covers his path from a hedge fund at age 16 to building drug-asset companies, his views on AI and drug discovery, and the role of ego and intellectual pride in his prison experience. The conversation touches on the AI capex cycle, Nvidia, OpenAI, effective accelerationism, and Sam Bankman-Fried.

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

   Oct 10, 2026

   This All-In podcast episode, hosted by Chamath Palihapitiya, David Sacks, David Friedberg, and Jason Calacanis, covers Anthropic's reported lobbying of religious leaders on whether Claude might be conscious, including the Pope's rejection of AI consciousness. The hosts debate whether model welfare and consciousness questions are a dangerous belief system, and argue that Anthropic's constitution-based alignment approach could undermine control of AI. The episode also covers OpenAI's math results, riots in France, and the economic case for agentic AI and deflationary productivity gains.

10. Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

    Oct 2, 2026

    The All-In podcast discusses President Trump's Super Intelligence Summit held at the White House, where major AI company leaders signed the White House Accord on Superintelligence. Sacks details the accord's governance structure including internal controls, external audits, and board oversight. The episode covers economic data analysis, midterm predictions, cybersecurity arms races, data center national security, and concludes with commentary on media coverage of a thwarted terrorist attack on a Dubai-Tel Aviv flight.