Episodes

Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg explore market volatility and chip stock fluctuations, discussing high-risk investing's psychological and global effects. They examine federal spending, inflation, and geopolitical market influences. The conversation shifts to AI's impact on productivity, China's strategic role, and renewable energy, including nuclear fusion's potential in the U.S. They address AI regulation, security, market dynamics, leadership psychology, and the open vs. closed source AI debate. The episode also covers NYC's city-owned grocery stores and the intriguing link between brain neurons and AI consciousness.

Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg dive into the ongoing battle to protect open source AI, examining the challenges posed by Kimi K3's market panic and the potential for regulatory capture by Anthropic and OpenAI. They analyze Anthropic and OpenAI's unprecedented growth, alongside China's strategic patience in the AI race. The conversation turns to Anthropic's $1.5B piracy settlement, highlighting the contradictions in intellectual property theft accusations. They also discuss the impact of rising AI capital expenditures on Google and Tesla's stock performance. The episode concludes with a discussion on the implications of eviction policies on private property rights.

In this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg delve into AI regulation, starting with Demis Hassabis's proposal for industry self-regulation and the role of self-regulatory organizations. They discuss Stripe and Advent's potential bid for PayPal and the implications for digital business futures. The conversation shifts to antitrust concerns, focusing on Apple's lawsuit against OpenAI and SpaceX's data leak. They explore AI ecosystems, model cost management, and the value of open models, alongside Apple's M7 Ultra and distributed data centers. The episode concludes with insights from Senator McCormick's summit, Anthropic's regulatory funding, and a Science Corner segment on biotech advancements.

In this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and Brad Gerstner explore the latest in AI and tech. They discuss the AI Commission in Geneva, IPOs like SpaceX and OpenAI, and the challenges of enterprise AI investment. The rivalry between OpenAI and Anthropic is analyzed, along with a case study on Uber's AI deployment. The conversation covers sovereign AI, open-source adoption, Meta’s AI initiatives, and global AI model restrictions. They conclude with insights into philanthropy, estate planning, and the tech industry's role in addressing economic disparity.

In this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg explore the intersection of AI and geopolitics, focusing on Palantir and NVIDIA's partnership and its implications for sovereign AI. They discuss the balance between open-source models and proprietary data, risks of partnering with big tech, and AI's impact on jobs and automation. The conversation also covers robotics, US export controls, cybersecurity, immigration policy, and Supreme Court decisions on birthright citizenship. The episode concludes with an announcement of the All In Summit and upcoming events.

Nate Silver joins Jason Calacanis and David Friedberg to discuss California's ballot counting issues, focusing on late-mail surges, ballot harvesting, and why the U.S. lags behind India in counting speed. They dive into the Democrats' internal struggles, examining the divisions between the left, abundance liberals, and Newsom's "resistance lib" base. The conversation shifts to the 2028 election strategy, highlighting anti-oligarch messaging and demographic shifts. They explore how algorithmic social media fuels polarization and offer predictions for the 2026 midterms. The episode concludes with a look at Newsom's declining poll numbers and Silver's 2028 bet on AOC.

In this episode, Jason Calacanis, Travis Kalanick, Gavin Baker, Chamath Palihapitiya, and David Sacks tackle hot topics including NYC mayor Mondami, the DSA, and AI as an economic equalizer. They explore the societal immune system, the influence of communism and socialism, and generational disillusionment with the DSA. The group debates a potential social media ban for minors and critiques communism and progressive policies. They also discuss shifting views on Israel in the Democratic Party, China's open-source AI progress, US responses, AI hardware challenges, upcoming IPOs, and Anthropic's valuation, concluding with Gavin Baker's art piece.

In this episode, Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg dive into a range of pressing topics. They open with discussions on social media, travel, and American politics before Chamath shares personal insights on individual liberty and economic mobility. The conversation shifts to wealth creation, highlighting SpaceX's IPO and Cursor acquisition. They explore labor, capital, and the tension between innovation and obsolescence. The episode critiques government monopolies and examines US intervention in Anthropic’s AI model. The hosts discuss AI competition, the role of open ecosystems, and public fears of job loss. Closing with thoughts on the Iran deal, the episode offers a blend of deep analysis and engaging discourse.