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All-In with Chamath, Jason, Sacks & Friedberg: Daily Summaries Delivered
by All-In Podcast, LLC
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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- Yesterday1h 8m
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
Intro: Humanoids, Robots, & AI+ ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff" Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable Amanda McMaster: Chinese Robotics Security Risks Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor? Thanks to our partners for making this possible! AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at https://applovin.com/ALLIN If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN20X) 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/@allin 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
- 5 days agoconversational1h 33m6-min read
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
The All In Podcast dissects the geopolitical and economic implications of China's Moonshot AI releasing Kimi K3, an open-source model competitive with top U.S. models, sparking debate over potential U.S. bans and accusations of distillation. The panel critiques Anthropic and OpenAI for seeking regulatory protection while benefiting from unlicensed training data, warns that restricting open-source AI would harm U.S. competitiveness, and argues that value is shifting to infrastructure and applications. They also analyze Google and Tesla’s massive capex investments and condemn New York City’s rent control policies as economically destructive.
- 1 weeks agoconversational41 min4-min read
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban and Chamath reflect on the current AI-driven tech wave, contrasting it with past bubbles like dot-com, emphasizing that while public mania is absent, private capital overreach and data center overbuilding pose risks. They explore AI’s real-world limitations in enterprise adoption, the transformative potential for entrepreneurs, and the societal implications of large language models in politics and health.
- 1 weeks agoconversational1h 29m7-min read
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
The All In Podcast crew dives into Demis Hassabis’s proposal for a self-regulatory AI body modeled after FINRA, debates the PayPal acquisition by Stripe, Block, and Advent, unpacks OpenAI’s legal troubles with Apple, explores AI data leaks, energy constraints for data centers, and a breakthrough in anti-aging science using AI-designed enzymes — all while warning that moral panic and regulatory capture could derail American technological leadership.
- 2 weeks agointerview49 min6-min read
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Intel's decline stemmed from a shift away from technical leadership, underinvestment in manufacturing, and failure to anticipate strategic shifts like Apple's move to custom silicon and NVIDIA's rise through GPU computing, while the future of tech lies in AI, quantum, and resilient supply chains.
- 2 weeks agointerview51 min6-min read
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
The podcast features two high-growth AI startup founders—Mati from 11 Labs and Max Junestrand from Legora—who detail how their companies are redefining voice and legal AI, respectively, amid explosive revenue growth, intense competition from frontier labs, and rapid shifts in how software, management, and professional services are structured.
- 2 weeks agoconversational1h 42m5-min read
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Brad Gerstner joins the pod from his patriotic flag room to discuss the trillion-dollar AI IPO wave, sovereign AI strategies, and his landmark "Trump Accounts" initiative — a universal investment account for every American child that's already gone viral, sparked bipartisan support, and could reshape wealth distribution in the U.S.
- 2 weeks agointerview1h 3m7-min read
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
The race for superintelligence is accelerating, with unprecedented capital, talent, and infrastructure being mobilized globally to build AI systems capable of reasoning, intent understanding, and recursive learning, fundamentally reshaping industries and human potential.
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About All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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