All-In with Chamath, Jason, Sacks & Friedberg
Episodes
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
19 Jun 2026
Contributed by Lukas
(0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Curs...
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
13 Jun 2026
Contributed by Lukas
(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,...
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
12 Jun 2026
Contributed by Lukas
(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 Dreyf...
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
10 Jun 2026
Contributed by Lukas
(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Sen...
Dan Dreyfus: America's Critical Minerals Crisis is Here
10 Jun 2026
Contributed by Lukas
(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...
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
09 Jun 2026
Contributed by Lukas
(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 le...
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
08 Jun 2026
Contributed by Lukas
(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) ...
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
07 Jun 2026
Contributed by Lukas
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Compani...
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
06 Jun 2026
Contributed by Lukas
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, custome...
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
05 Jun 2026
Contributed by Lukas
(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: m...
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
04 Jun 2026
Contributed by Lukas
(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explos...
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
03 Jun 2026
Contributed by Lukas
(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, ...
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
02 Jun 2026
Contributed by Lukas
(0:00) OpenAI CFO Sarah Friar joins the show! (0:31) How OpenAI thinks about its IPO timeline (3:31) OpenAI, Anthropic, Google: The AI arms race (7:43...
Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?
29 May 2026
Contributed by Lukas
(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI enc...
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
22 May 2026
Contributed by Lukas
(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti...
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
15 May 2026
Contributed by Lukas
(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midter...
Charles & Chase Koch on How They Quietly Built a $150B Empire
12 May 2026
Contributed by Lukas
(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Industries Overview: Scale, Business Lines & History (2:21) Building the Business: Ea...
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
10 May 2026
Contributed by Lukas
(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Wh...
Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
08 May 2026
Contributed by Lukas
(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane grow...
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
01 May 2026
Contributed by Lukas
(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sa...
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
29 Apr 2026
Contributed by Lukas
(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27...
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
24 Apr 2026
Contributed by Lukas
(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: J...
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
17 Apr 2026
Contributed by Lukas
(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity cri...
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
10 Apr 2026
Contributed by Lukas
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) ...
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
08 Apr 2026
Contributed by Lukas
(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Weal...
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
06 Apr 2026
Contributed by Lukas
(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, D...
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
03 Apr 2026
Contributed by Lukas
(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (...
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
27 Mar 2026
Contributed by Lukas
(0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56...
Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)
26 Mar 2026
Contributed by Lukas
(0:00) David Friedberg intros Bryan Johnson (0:54) Why Bryan Johnson did 5-MeO-DMT (12:56) What brain scans actually show (18:36) Psychosis, bad trips...
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
23 Mar 2026
Contributed by Lukas
(0:00) Intro live from Nvidia GTC (0:37) CoreWeave CEO, Michael Intrator (32:58) Perplexity CEO, Aravind Srinivas (1:07:11) Mistral CEO, Arthur Mensch...
How Matt Mahan Thinks He Can Save California
23 Mar 2026
Contributed by Lukas
(0:00) Matt Mahan: Why He's Running for Governor (1:51) How California Went From Bad to Worse (12:05) Public Sector Unions & Lobbying in Sacramento (1...
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
19 Mar 2026
Contributed by Lukas
(0:00) Jensen Huang joins the show! (1:00) Acquiring Groq and the inference explosion (9:27) Decision making at the world's most valuable company (11:...
John Fetterman: The Rogue Democrat Who Broke Party Ranks
18 Mar 2026
Contributed by Lukas
(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party c...
Travis Kalanick & Michael Dell Live from Austin, Texas
17 Mar 2026
Contributed by Lukas
(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on (5:52) How to automate the physical world, markets to go after (11:...
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
13 Mar 2026
Contributed by Lukas
(0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategie...
Rewriting the Rules: The SEC & CFTC on Crypto, IPOs & the Future of American Markets
11 Mar 2026
Contributed by Lukas
(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig (0:53) Atkins on how US markets have changed over his 40 year career (3:04...
Graham Allison on the Global Realignment: Iran, China, Israel, Greenland
09 Mar 2026
Contributed by Lukas
(0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redef...
Exiled Iranian Prince Reza Pahlavi: Transition Plan and the Fight for Iran's Freedom
07 Mar 2026
Contributed by Lukas
(0:00) Jason intros Prince Reza Pahlavi (1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return (8:53) Trump's surrender ...
Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael
06 Mar 2026
Contributed by Lukas
(0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to wa...
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
03 Mar 2026
Contributed by Lukas
(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold...
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
28 Feb 2026
Contributed by Lukas
(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI job...
Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael Tracey
20 Feb 2026
Contributed by Lukas
(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance netw...
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
13 Feb 2026
Contributed by Lukas
(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how t...
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
10 Feb 2026
Contributed by Lukas
(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going Al...
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
07 Feb 2026
Contributed by Lukas
(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Ke...
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
30 Jan 2026
Contributed by Lukas
(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: ...
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
25 Jan 2026
Contributed by Lukas
(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI w...
Healthcare Needs Builders, Not Bureaucrats: Dr. Mehmet Oz Live from Davos
24 Jan 2026
Contributed by Lukas
(0:00) The Besties introduce Dr. Oz (3:26) Trump's vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s...
Coinbase CEO Brian Armstrong Breaks Down the Three Biggest Trends in Crypto + More from Davos!
23 Jan 2026
Contributed by Lukas
(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CE...
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
23 Jan 2026
Contributed by Lukas
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:4...
Under Secretary of State Sarah B. Rogers on dismantling the "Censorship Industrial Complex"
22 Jan 2026
Contributed by Lukas
(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, m...
Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos
21 Jan 2026
Contributed by Lukas
(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft h...
Iran's Breaking Point, Trump's Greenland Acquisition, Solving Energy Costs, Billionaire Tax Backlash
17 Jan 2026
Contributed by Lukas
(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own w...
Can We Trust the FDA? Marty Makary on Science, Power & Patients
15 Jan 2026
Contributed by Lukas
(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech ...
Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism
13 Jan 2026
Contributed by Lukas
(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture...
All-In's 2026 Predictions
10 Jan 2026
Contributed by Lukas
(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Busin...
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
09 Jan 2026
Contributed by Lukas
(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commer...
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
08 Jan 2026
Contributed by Lukas
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are bu...
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
31 Dec 2025
Contributed by Lukas
(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background...
All-In x Kill Tony: A Hilarious Holiday Special
24 Dec 2025
Contributed by Lukas
(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) ...
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
22 Dec 2025
Contributed by Lukas
(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, ...
Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
19 Dec 2025
Contributed by Lukas
(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfin...
Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes
13 Dec 2025
Contributed by Lukas
(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes an...
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
06 Dec 2025
Contributed by Lukas
(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New...
Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
26 Nov 2025
Contributed by Lukas
(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game...
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
22 Nov 2025
Contributed by Lukas
(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from?...
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
14 Nov 2025
Contributed by Lukas
(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortga...
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
07 Nov 2025
Contributed by Lukas
(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarificat...
Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
05 Nov 2025
Contributed by Lukas
(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, t...
Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
04 Nov 2025
Contributed by Lukas
(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Sau...
Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
03 Nov 2025
Contributed by Lukas
(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of Pr...
Elon Musk: 3 Years of X, OpenAI Lawsuit, Bill Gates, Grokipedia & The Future of Everything
31 Oct 2025
Contributed by Lukas
(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content...
Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
30 Oct 2025
Contributed by Lukas
(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, t...
Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
28 Oct 2025
Contributed by Lukas
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involv...
Nobel Prize in Physics Winner: John Martinis on the State of Quantum
27 Oct 2025
Contributed by Lukas
(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Ex...
NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
24 Oct 2025
Contributed by Lukas
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic autom...
Joe Manchin on the Fight for America’s Future: Term Limits, Bipartisanship & the 2028 Election
23 Oct 2025
Contributed by Lukas
(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors a...
California Forever: The Startup Building America's Next Great City
21 Oct 2025
Contributed by Lukas
(0:00) Introducing Jan Sramek (0:51) How California Forever is building America’s next great city Thanks to our partners for making this happen! Sol...
Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
17 Oct 2025
Contributed by Lukas
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (2...
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
16 Oct 2025
Contributed by Lukas
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It S...
How Orlando Bravo Built One of the Most Successful Firms in Private Equity
15 Oct 2025
Contributed by Lukas
(0:00) Introducing Orlando Bravo (1:53) Orlando’s history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small...
Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today
14 Oct 2025
Contributed by Lukas
(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of...
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
14 Oct 2025
Contributed by Lukas
(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI’s once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie’s bull c...
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
10 Oct 2025
Contributed by Lukas
(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent ...
Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
09 Oct 2025
Contributed by Lukas
(0:00) Introducing Roelof Botha (1:08) Sequoia’s Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it’s broken...
YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
08 Oct 2025
Contributed by Lukas
(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube’s revenue split with creators (7:30) How Neal thinks about enabling monoculture and connect...
Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
08 Oct 2025
Contributed by Lukas
(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark’s impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins...
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
03 Oct 2025
Contributed by Lukas
(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportu...
Ro Khanna on Crime, Censorship & Congress: Fixing What’s Broken in America
02 Oct 2025
Contributed by Lukas
(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship...
Multicoin Capital’s Kyle Samani on Internet Capital Markets
01 Oct 2025
Contributed by Lukas
(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:2...
Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix
30 Sep 2025
Contributed by Lukas
(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild ...
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
30 Sep 2025
Contributed by Lukas
(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm’s history, understanding Nvidia’s dominance in AI, t...
Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
30 Sep 2025
Contributed by Lukas
(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex...
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
29 Sep 2025
Contributed by Lukas
(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GL...
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
27 Sep 2025
Contributed by Lukas
(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel retu...
Eric Schmidt on AI, the Battle with China, and the Future of America
24 Sep 2025
Contributed by Lukas
(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rocke...
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
19 Sep 2025
Contributed by Lukas
(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (...
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
18 Sep 2025
Contributed by Lukas
(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Tra...
Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
17 Sep 2025
Contributed by Lukas
(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, dist...
The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities
16 Sep 2025
Contributed by Lukas
(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (1...