Episodes

The episode begins with introductory updates and a discussion on various topics. The release of ChatGPT-5 is explored, focusing on its economic and energy implications. The conversation shifts to AI dominance, emphasizing the rule of law and the centralization of authority, examining the government's role in fostering innovation. Economic concerns are raised, touching on energy subsidies and the rise of socialism. Geographic mobility and tariffs are discussed, followed by a segment on smuggling NVIDIA GPUs and Apple's approach to stock buybacks and innovation. The episode concludes with entertainment recommendations and information about the upcoming All In Summit.

Discussion on nicotine pouches and sponsorships. Highlights from the recent AI summit in DC are shared, including interactions with the president and insights into President Trump's AI policy. The conversation shifts to immigration, H-1B visas, and debates on energy production's role in AI development. Intellectual property issues and AI's impact on creative industries are examined, followed by discussions on AI's role in healthcare, privacy concerns, and professional certification. An economic update covers the Federal Reserve's latest decision and EU-US trade dynamics. The episode wraps up with closing remarks, shoutouts, and a preview of upcoming events.

The episode kicks off with lighthearted banter and an introduction of guest Gavin Baker. The conversation delves into tariffs, AI's economic influence, and the potential firing of Jerome Powell. Discussions on US fiscal policy touch on interest rates and deficit management. The idea of a centrist third party is explored alongside AI advancements and their impact on productivity and tech partnerships. Bipartisan efforts in cryptocurrency legislation, AI, infrastructure, and energy production are examined. The reversal of the NVIDIA chip ban and the implications for stablecoins and US Treasuries are discussed. Senator Bill Hagerty speaks on the Genius Act and outlines future Senate priorities, including support for Ukraine.

Chamath kicks off the episode with a story from Lake Como, setting a lively tone. Keith Rabois joins to discuss the evolution of autonomous vehicles, from Pony AI to Travis Kalanick's Cloud Kitchens. An announcement about the All In Summit and Elon Musk's AI ventures leads to a deep dive into AI's architecture and breakthroughs. The conversation covers tech updates, including Perplexity's browser and Musk's political moves. Personal anecdotes, future tech trends, and AI regulation are explored, enriched by listener questions and political insights. The episode wraps up with upcoming events and a nod to sponsor Wealthfront.

The episode kicks off with an announcement about the upcoming All In Summit and a recount of a Vegas trip and Jason's rafting adventure. A deep dive into the Senate's "Big Beautiful Bill" leads to a discussion on AI regulation, energy policy, renewable credits, and nuclear energy, with a spotlight on California's energy challenges and the Musk-Trump dynamic. The conversation shifts to federal debt, GDP growth, and the US dollar's decline. Investment trends in data centers and AI's role in higher education are explored alongside tech acquisitions, IPOs, and market trends. The episode examines AI's transformative impact on the software industry and SaaS products before wrapping up with weekend plans.

The episode begins with insights on a White House video and the NATO summit, followed by highlights from the All In Podcast party and All In Tequila launch. The focus shifts to the Israel-Iran conflict and its global geopolitical impact. Discussions include Zoran Mamdani's rise, socialism's influence in U.S. politics, and America's future political and educational landscape. The balance between domestic and foreign policy is debated. In the Science Corner, age reversal and gene editing are explored. Tech updates on Starlink and Robinhood, economic insights on inflation and Fed policies, and the impact of AI on copyright and U.S. competitiveness round out the episode.

The episode begins with congratulations on new arrivals and reflections on the East Meets West conference, focusing on LA's restaurant recovery. The discussion then turns to AI's transformative impact on the US economy, healthcare, and advertising, with emphasis on Meta's AI investments and historical tech trends. Insights are shared on the Max Seven tech companies and the AI race. Tesla's humanoid robot, NVIDIA's risks, and Apple's tech stagnation are examined. AI's influence on IPOs, market trends, and the SaaS slowdown is discussed, including consumption-based pricing. Chamath's SPAC insights and Thomas Laffont's market analysis delve into AI's workforce impact and Amazon's AI focus. The episode ends with regulatory shifts in crypto, stablecoin debates, f

Tucker Carlson joins us to discuss immigration policies, public opinion, and federal enforcement, including National Guard deployment. We explore deportation strategies, assimilation, and the need for high-skilled immigrants, highlighting bipartisan roles. The episode compares Trump and Democrat immigration policies, examines American cities, economic forecasts, and Republican economic orthodoxy. We also cover tariffs, Jerome Powell's predictions, globalist agendas, and the Federal Reserve's political influence. The episode concludes with insights into foreign policy and tensions with Iran.