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
- May 1, 2026 · 1h 21mHyperscalers risk overbuilding as OpenAI misses revenue targetsA massive mismatch is growing between capital expenditure on artificial intelligence and the actual revenue generated by leading AI startups.
- Apr 29, 2026 · 1h 9mSteve Hilton warns California faces a 1970s-style economic crisisA leading conservative voice outlines the policy blueprint required for a Republican to win and govern a deeply blue California.
- Apr 24, 2026 · 1h 31mSpaceX acquires Cursor as SaaS debt struggles threaten software sectorThe intersection of aggressive AI consolidation and a tightening SaaS debt market marks a major turning point for technology valuations and startup survival.
- Apr 17, 2026 · 1h 31mTravis Kalanick warns tax hikes will drive capital out of citiesAs major cities implement aggressive tax policies, tech leaders and real estate investors are reassessing where to deploy capital just as AI infrastructure hits a critical energy bottleneck.
- Apr 10, 2026 · 1h 29mAnthropic charts rapid growth as security fears delay its next AI modelThis episode connects the commercial realities of the AI race with the geopolitical shifts shaping global stability and U.S. foreign policy.
- Apr 8, 2026 · 1h 2mGovernor Josh Shapiro champions bipartisan permitting reform and economic growthAs national divisions deepen, Pennsylvania's governor offers a rare, pragmatic model for achieving economic progress through bipartisan cooperation.
- Apr 6, 2026 · 1h 9mSilicon Valley startups challenge legacy defense contractors to accelerate military innovationThe slow pace of traditional military procurement threatens national security, making rapid software innovation vital for modern deterrence.
- Apr 3, 2026 · 1h 21mSpaceX eye IPO as geopolitical tensions reshape global energy marketsThis episode connects frontier aerospace economics and quantum computing threats with the immediate reality of geopolitical energy crises.
- Mar 27, 2026 · 1h 20mAI giants clash over culture as Meta faces youth safety lawsuitsThe diverging paths of top AI labs and escalating platform lawsuits will decide which technology architectures and corporate structures dominate the next decade.
- Mar 18, 2026 · 45 minJohn Fetterman challenges Democratic orthodoxy on the All-In podcastAs national politics become increasingly polarized, a prominent swing-state Democrat explains his willingness to break party ranks and engage with independent media.