Episodes

The episode opens with engaging remarks and a light-hearted discussion on David Sacks's potential move to Texas, including the logistics of shared custody of his dog, Moose. It delves into California's wealth tax, offering predictions and implications for the future. The conversation shifts to political and business forecasts for 2026, identifying potential winners, losers, and challenges, particularly for young white-collar workers. The hosts debate anticipated trends in IPOs, M&A activity, and the media landscape, highlighting the rise of citizen journalism and TikTok's influence. The episode concludes by celebrating podcast milestones and speculating on future directions, wrapping up with thoughtful closing remarks.

Nick Shirley joins to discuss his investigation into daycare fraud in Minnesota, shedding light on its media coverage and political implications. He shares his background in investigative journalism and the story's resonance, particularly why it was initially overlooked by national media. The conversation explores the fraud's potential links to Al-Shabaab and broader implications for Minnesota's governance. The discussion shifts to California's wealth tax and its impact on property rights. The episode concludes with Chamath analyzing the $20 billion Groq-Nvidia deal, offering insights into its significance for the tech industry.

The episode kicks off with a debate on the implications of an AI moratorium, exploring AI's economic impact, job displacement, and future workforce challenges. It critiques anti-AI journalism and public misperceptions, shedding light on media narratives. The discussion moves to economic indicators, inflation, and government jobs. Personal anecdotes about dogs add a lighter touch. A sponsor segment featuring Waymo follows. The episode also covers China's semiconductor advancements, the appeal of moving to Austin, California's economic issues, and wraps up with a discussion on marijuana reclassification and regulation before concluding with closing remarks.

The episode features a lively discussion with Tucker Carlson, covering media consolidation, antitrust issues, and the competitive landscape in tech and media. David Sacks shares insights from the White House Christmas party and the battle between Paramount and Netflix. The conversation delves into media leadership, with Tucker exploring hypothetical CEO roles, and tackles the complexities of platforming figures like Nick Fuentes. The rise of identity politics and tribalism is examined, alongside AI's risks and economic impacts. Chamath proposes solutions for student loans and AI taxation. The episode concludes with Tucker's new venture, thoughts on UBI, and a firearms discussion, wrapping up with holiday party plans.

The episode kicks off with a warm welcome and a recap of recent events, before diving into OpenAI's "Code Red" situation and its implications for AI market dynamics. A historical and present-day analysis of AI competition follows. Reflections on a recent Vegas trip segue into a critique of a New York Times article on David Sacks. The discussion then shifts to the influence of experts in government, examining the new poverty line, cost of living, and tax laws. Economic systems and the rise of socialism in the U.S. are explored, alongside strategies to address economic disparity. The episode also delves into technological innovations and their societal impacts, wrapping up with a merchandise promotion and closing remarks.

The episode opens with introductory remarks and a sponsor acknowledgment. The conversation shifts to the release of Epstein files, exploring their connections, political implications, and financial origins. The discussion moves to Tether and stablecoins, analyzing potential legislative impacts. Brad Gerstner joins to discuss the AI bubble, Nvidia's performance, and Michael Burry's short bet. The episode examines Google's Gemini 3 and the competitive AI landscape, including OpenAI's trust challenges. Insights into investing, fund management, and Friedberg's CEO role follow. A poker segment features guest Alan Keating. The episode concludes with a Vegas wrap-up and a tease for exclusive content.

The episode begins with a discussion on Michael Burry's recent short bet and CNBC's reporting errors, highlighting the need for improved financial literacy. The conversation critiques short selling practices and evaluates Palantir's market valuation. Updates on Chamath's recent activities segue into a holiday party announcement. The focus shifts to the housing affordability crisis, examining the government's involvement and the impact of student debt. A debate on the H1-B visa program's influence on the workforce follows. The episode explores the implications of coronal mass ejections and the evolving dynamics of tech migration and global living. It concludes with reflections on new societal concepts and wrap-up remarks.

Brad Gerstner joins to discuss OpenAI and Chamath's suggestions, focusing on federal bailouts for AI and public-private partnerships. The episode contrasts China's AI advancements with U.S. regulatory challenges. An All-In holiday extravaganza announcement leads into stock market and economic analysis, touching on Trump's approval ratings, youth unemployment, and AI's societal impact. Corporate efficiency, layoffs, housing regulations, and Mamdani's recent victory are explored. The episode concludes with debates on billionaire bans, city governance, and Founder University's expansion.