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The All-In Podcast delivers conversations worth having. Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg, the show features insider takes on business, technology, and society and interviews with the world's most influential thinkers.
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Episode #248
The episode opens with a discussion on California's proposed wealth tax and its constitutional challenges, exploring the broader implications of the state's tax policies on its residents. The conversation shifts to the Democratic party's role in shaping tax strategies. A look into the NBA gambling scandal follows, examining its potential impact on sports integrity. Polymarket and poker game dynamics are analyzed for their effects on market and game fairness. The focus turns to Amazon's influence on the cloud market and Alphabet's strategic future investments. AI's economic impact is debated alongside Tesla's Q3 earnings. The episode also delves into AI biases, discussing the need for regulation. It concludes with wrap-up remarks and goodbyes.
[  10/18/2025  ]
The episode opens with insights from Dreamforce, discussing San Francisco's current state and Marc Benioff's recent remarks. The conversation shifts to US-China trade, focusing on the rare earth industry and the broader implications of economic decoupling. The analysis delves into the complexities of trade negotiations and the potential consequences for global tech, particularly in chip production and energy sectors. A debate ensues on AI's influence on job markets, economic structures, and societal perceptions. The episode concludes with reflections on the discussions and closing remarks.
[  10/10/2025  ]
The episode kicks off with an introduction followed by a discussion on Robinhood's stock performance amid the Israel-Hamas ceasefire, analyzing its potential implications. The focus then shifts to Chicago, examining the National Guard's role in maintaining public safety. The conversation broadens to national politics, exploring deportations, Trump's potential return, and evolving political strategies. The AMD-OpenAI partnership is highlighted, reflecting on AI investment trends. Market dynamics are scrutinized, including recent corrections, a gold rally, and China's strategic maneuvers. The rise of Polymarket is discussed as a new frontier in professionalizing crowd wisdom. The episode wraps up with closing remarks and congratulations.
[  10/3/2025  ]
The episode begins with the news of EA's acquisition for $55 billion, marking the largest leveraged buyout in history and prompting a discussion on the challenges facing private equity. The conversation transitions to the IPO market and the emergence of SPAC 2.0. The potential for AI rollups is explored as Sacks joins the discussion. The episode then examines the launch of short-form video apps by OpenAI and Meta, debating whether they're innovative or just "AI Slop." The focus shifts to DeepSeek's new open-source AI model and its implications for the US AI industry. It concludes with a debate on the regulatory landscape, balancing state and federal oversight.
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