All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
22 Nov 2025
(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? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod 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/RepClayHiggins/status/1990868089056219267 https://x.com/michaeljburry/status/1991289193037746579 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025 https://x.com/Similarweb/status/1988879389992386897 https://x.com/PokerGO/status/1987406318832132256
Full Episode
All right, everybody, welcome back to the number one podcast in the world. We are together in person. Yes, the besties are together in Vegas. It's going to be a great time. We're here for F1. This is a test. And our friends at The Venetian have been amazing, gracious hosts. They gave us their beautiful studio here. We're going to play some cards.
We're going to have Phil Hellmuth, Jason Kuhn, all of our besties are coming. And I've never stayed at The Venetian before.
It's amazing.
Wonderful suites they gave us. It's beautiful. They VIPed us out, and this is the place you want to play cards. They've got a beautiful brand-new poker room. They've got a high-stakes room. We'll be playing here later.
We'll be playing the secret game. And, yes, trackside for Formula 1. And we're here for F1. We're going to be releasingā I brought a car dealer with me. Wait.
You brought a car dealer with you? You know Matthew? Oh, your car dealer from your home game is here. Is he dead money? What's the story here? No, sadly. No? Okay. I haven't been in the home game for a little bit, and it looks like people got out of line. But anyway, thank you so much to our friends at The Venetian.
They're doing a ton of poker content here, so you can look at that on their YouTube. All right, everybody, you've wanted us to talk about the Epstein Files, and we're going to talk about it today. In a stunning turn of events, the House and Senate voted nearly unanimously to release the Epstein Files. The vote was 427 to 1, Chamath, for the Epstein Files Transparency Act.
No, the person who abstained, well played, was Republican Clay Higgins from Louisiana. Thanks for asking. He said it reveals and injures thousands of innocent people, witnesses, people who provided alibis, family members. He makes a great point.
But AG Pambandi, of course, has addressed that already, that they're not going to release any open investigations and they're going to remove names if it would harm anybody. The Senate passed it by unanimous consent. which requires a sign-off from every senator and Trump. In a reversal, signed the bill last night saying, give them everything.
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