All-In with Chamath, Jason, Sacks & Friedberg

Recent Episodes

1. Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

   Jul 31, 2026

   Leopold Aschenbrenner, a 25-year-old hedge fund manager who left OpenAI to start his own fund, discusses the recent margin call that liquidated his public portfolio after a 20%+ correction in chip stocks. The besties analyze the leverage-driven collapse, macro conditions driving the correction (treasury yields, inflation, fiscal spending), and China's competitive moves in AI and semiconductor manufacturing, while also exploring productivity tailwinds from renewable energy, AI efficiency gains, and nuclear fusion development.

2. The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

   Jul 28, 2026

   Four robotics CEOs discuss the current state and future of humanoid and quadruped robots. Dr. Péter Fankhauser (ANYbotics) explains why four-legged robots dominate infrastructure inspection; Bernt Børnich (1X/Neo) details the Neo household robot platform launching in 2026 with an open ecosystem for developers; Amanda McMaster (Boston Dynamics) highlights Spot's deployment success and Atlas's capabilities; Jonathan Hurst (Agility Robotics) outlines the path to humanoid factory automation and discusses the economics of robot labor replacing human workers.

3. The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

   Jul 24, 2026

   In this episode of the All-In Podcast, the besties discuss three major stories: the regulatory battle over open source AI models following China's Kimi K3 release and White House involvement; Anthropic's $1.5B settlement with publishers over training data and accusations of regulatory capture; and a controversial NYC proposal to classify evictions as violence, with implications for private property rights and housing policy.

4. Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

   Jul 20, 2026

   Mark Cuban discusses the AI bubble compared to the dot-com era, arguing it will primarily impact venture capital and private equity rather than the broader public. He explores AI's real-world implementation challenges in enterprise settings, the massive opportunity for entrepreneurs using no-code tools, and world models as the next frontier. Cuban also shares insights on wealth taxes, political polarization, and his optimism about AI as a truth-seeking force in combating algorithmic misinformation.

5. Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

   Jul 18, 2026

   The All-In podcast panel discusses DeepMind's Demis Hassabis proposal for an industry self-regulatory organization (SRO) modeled after FINRA to oversee AI model releases, including detailed analysis of conditions for its success and concerns about regulatory capture. The hosts also cover the joint Stripe, Block, and Advent offer to acquire PayPal for ~$53B, exploring implications for payment systems and digital business revival, plus briefings on Apple's OpenAI lawsuit, NY datacenter moratorium, and a science corner segment on reversing aging through enzyme-based glycation reversal.

6. Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

   Jul 15, 2026

   Former Intel CEO Pat Gelsinger discusses Intel's decline, competitive failures against NVIDIA, Apple, and TSMC, and geopolitical risks around Taiwan semiconductor fabrication. He also covers the AI buildout, quantum computing timelines, and his current venture investing activities. In a second segment, Lovable founder Anton Osika describes how AI-powered vibe coding enables non-technical users to build production-ready software at scale, with 1 million new apps built weekly and $500M+ in annual revenue.

7. The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

   Jul 13, 2026

   Mati Stanishevsky, CEO of ElevenLabs, discusses the company's extraordinary growth to $600M ARR in 50 months with 600 employees, its AI-native voice platform spanning speech synthesis, transcription, and voice agents, and the competitive landscape against frontier AI labs. The conversation also features Max Lupfer, CEO of Legora, discussing how AI is disrupting the legal industry and the billable hour model through narrow AI models, data moats, and the decline of legacy players like LexisNexis.

8. More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

   Jul 11, 2026

   Brad Gerstner, founder of Altimeter Capital, discusses the upcoming IPOs of OpenAI and Anthropic following SpaceX's successful $100B+ public offering, analyzes enterprise ROI challenges in AI spending, and details the launch of Trump Accounts—a new government savings platform giving every American child a tax-advantaged investment account at birth to build long-term wealth and financial literacy.

9. Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

   Jul 10, 2026

   Robin Rombach, CEO of Black Forest Labs, discusses generative video technology and its applications in film production, content creation, and robotics. The conversation covers the trajectory from static image generation to multi-minute video synthesis, IP protection strategies for major studios, open-source vs. proprietary models, and the emerging use of multimodal AI for real-world robotics applications. Rombach also discusses hiring plans and the future of human-in-the-loop creative workflows.

10. AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

    Jul 3, 2026

    Episode 279 of the All-In podcast features the core four hosts (Chamath Palihapitiya, Jason Sacks, David Friedberg, and David Friedberg) discussing major tech and policy developments. The episode covers Palantir and Nvidia's sovereign AI partnership announcement, Alex Karp's CNBC appearance criticizing frontier model providers, enterprise concerns about data sovereignty and model control, practical demonstrations of open-source model performance, the Supreme Court's birthright citizenship ruling, and California's escalating fiscal crisis under Governor Newsom's leadership.