All-In with Chamath, Jason, Sacks & Friedberg
Hosted by Chamath Palihapitiya, David Friedberg, David Oliver Sacks & Jason McCabe Calacanis · 70 decoded episodes · newest Oct 2, 2026
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
Episodes 70
- Jun 7, 2026 · 40 minSecondary markets surge as tech giants delay public offeringsThe rise of robust secondary markets is reshaping how everyday investors access high-growth tech startups before they ever hit the public stock exchange.
- Jun 6, 2026 · 32 minTech giants eye earlier IPOs to secure liquidity and operational focusThe tech industry is shifting away from late-stage private funding toward public listings, reshaping how high-growth hardware and AI startups fund their operations.
- Jun 5, 2026 · 31 minDan Loeb details the return of stock picking and activist investingAs passive investing dominates the headlines, one of finance's most influential figures argues that fundamental stock selection is poised for a major comeback.
- Jun 4, 2026 · 33 minThomas Laffont projects four-trillion-dollar AI IPO wave by 2026The traditional venture capital playbook is being rewritten as massive AI scale concentrates market power among a few dominant players.
- Jun 3, 2026 · 30 minBill Ackman reveals strategy for navigating AI disruption and market volatilityAs rapid AI deployment threatens traditional business models, understanding how elite investors underwrite durability and navigate market cycles is critical for capital preservation.
- Jun 2, 2026 · 32 minOpenAI targets massive infrastructure spend and outlines path to IPOAs AI development costs soar, OpenAI's financial strategy reveals the true price of staying ahead in the global technology race.
- May 29, 2026 · 1h 35mVenture capital leaders declare the AI jobs apocalypse narrative is deadThe conversation moves past speculative AI hype to analyze the concrete economic, regulatory, and philosophical realities defining the next phase of technology.
- May 22, 2026 · 1h 42mSpaceX targets two trillion valuation as Nvidia faces shock stock selloffThe intersection of SpaceX's historic private valuation, Nvidia's market volatility, and shifting federal AI policy will redefine the next decade of technology investing.
- May 15, 2026 · 1h 17mMarc Benioff warns of a SaaSpocalypse and global trade shiftsThe intersection of geopolitical summits, AI-driven software disruption, and climate volatility will dictate global market stability over the next decade.
- May 12, 2026 · 1h 35mCharles and Chase Koch reveal the strategy behind their $150B empireUnderstanding the management principles of one of the world's largest private companies offers a rare blueprint for long-term corporate survival and scaling.
- May 10, 2026 · 1h 11mSpencer Pratt targets corruption and administrative failure in Los AngelesThe breakdown of municipal governance in major American cities is forcing public figures to demand accountability for systemic failures in safety and infrastructure.
- May 8, 2026 · 1h 22mElon Musk positions SpaceX as AI infrastructure powerhouse in Anthropic dealThe intersection of aerospace infrastructure, massive AI capital expenditure, and looming regulatory frameworks will decide which tech giants control the next era of computing.