All-In with Chamath, Jason, Sacks & Friedberg — Podcast advertentieanalyse
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
PodSkip has analyzed 24 episodes of All-In with Chamath, Jason, Sacks & Friedberg, averaging 0.6 ads per episode (0% of runtime).
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
Jun 23, 2026
(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…
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World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
Jun 19, 2026
(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…
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
Jun 12, 2026
(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…
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 11, 2026
(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…
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
Jun 10, 2026
(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)…
Dan Dreyfus: America's Critical Minerals Crisis is Here
Jun 09, 2026
(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…
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Jun 09, 2026
(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…
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
Jun 08, 2026
(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…
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
Jun 07, 2026
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the…
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Jun 06, 2026
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for…
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Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
Jun 05, 2026
(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: mentors and market turmoil (8:47) Strategy shift…
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
Jun 04, 2026
(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 explosion (7:48) The case for SpaceX: Compounding…
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
Jun 02, 2026
(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, and a major threat to portfolios (7:50)…
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
Jun 02, 2026
(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) Navigating the compute crunch and AI…
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
May 29, 2026
(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 encyclical: Who guards the guardians? (26:54)…
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
May 22, 2026
(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-human perception (27:22) Trump pulls AI EO…
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
May 15, 2026
(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 midterms (18:46) Taiwan, chips, AI models, and peace…
Charles & Chase Koch on How They Quietly Built a $150B Empire
May 12, 2026
(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures…
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Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
May 10, 2026
(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) Why He's Running for Mayor: FireAid's $100M Scandal…
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Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
May 08, 2026
(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great…
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OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
May 01, 2026
(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 Sam Altman lawsuit (41:00) Big tech smashes…
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
Apr 29, 2026
(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? (27:52) Why CA Homes Cost 3x More to Build (Unions…
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
Apr 24, 2026
(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: John Ternus succeeds Tim Cook, what's next for…
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OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Apr 17, 2026
(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 crisis: Leaked memo, enterprise pivot, Anhropic…
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Apr 10, 2026
(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw?…
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
Apr 08, 2026
(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) Wealth tax debate, what Dems are getting wrong on…
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
Apr 06, 2026
(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, Deterrence & Silicon Valley's Defense Tech Taboo…
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Apr 03, 2026
(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? (36:33) Iran War costs, fertilizer crisis…
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
Mar 27, 2026
(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) AI valuation impacts, moats, and disruption…
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
Mar 25, 2026
(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, and life-altering decisions (26:23) The next…