Episodes
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
All-In Podcast
5/8/2026
The recent episode of the All-In Podcast features Chamath Palihapitiya, David Sacks, Jason Calacanis, and Brad Gerstner discussing major geopolitical and tech shifts. The conversation starts with local politics, noting Spencer Pratt gaining traction against Karen Bass in the LA mayoral race. Jason Calacanis also mentions the controversy where Zohran Mamdani targeted the home of Ken Griffin. The primary tech discussion revolves around Elon Musk and SpaceX executing a massive compute deal with anthropic, led by Dario Amodei. By leasing Colossus to anthropic, Elon Musk introduces EWS (Elon Web Services) as a direct competitor to hyperscalers like AWS, Azure, and Google Cloud. This deal provides the Data Centers and Blackwell GPUs necessary to train Claude and compete against OpenAI and their new model, Spud. Simultaneously, it subsidizes xAI to train Grok and form partnerships with companies like Cursor. David Sacks argues that anthropic's exponential growth makes it the fastest-growing monopoly, comparing it to John D. Rockefeller, while noting that older tech giants like Apple, run by Tim Cook, lack this explosive innovation. The hosts also address the White House and US Government considering an FDA for AI as a form of AI Regulation to enforce AI Safety. This was triggered by advanced models like Mythos which raised concerns about Cybersecurity in the AI era. Officials like Kevin Hasset and Scott Bessent weig
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
All-In Podcast
5/1/2026
The recent episode of the All-In Podcast featured a wide-ranging discussion led by hosts Jason Calacanis, David Friedberg, David Sacks, and Chamath Palihapitiya. They started by analyzing how OpenAI, under Sam Altman, alongside Sarah Frier and Greg Brockman, reportedly missed targets for ChatGPT. However, the company is advancing rapidly with GPT 5.5 and the Codex model, keeping them competitive against anthropic and its CEO Dario Amodei, who are managing compute constraints with Claude and Opus 4.7. Elon Musk continues to challenge the landscape with Grok and leveraging computing excess from SpaceX, all while pursuing Elon Musk's lawsuit against OpenAI. The hosts highlighted how Hyperscalers like Google (pushing Gemini), Microsoft, Amazon, Meta, and Oracle are driving a historic Capex Boom centered around Cloud Computing. This massive AI Infrastructure Buildout is creating unprecedented Energy demand for AI, prompting interest in highly efficient SLMs (Small Language Models). In the developer space, Aaron Levie criticized the hype around Vibe Coding, noting risks highlighted when a non-engineer using Cursor 2.0 accidentally deleted a codebase. In the enterprise software sector, Cybersecurity in the AI era is exploding. Executives like George Kurtz of CrowdStrike and leaders at Palo Alto Networks see immense opportunities to defend against both domestic threats and foreign models like China's Deep Seek, as well as so
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
All-In Podcast
4/29/2026
In this episode of the All-In Podcast, hosts Jason Calacanis and Chamath Palihapitiya interview Steve Hilton, a prominent candidate in the upcoming California governor race. Hilton outlines his vision for reforming California, whose deteriorating Business Climate is driving innovation away from hubs like Silicon Valley, Los Angeles, and San Francisco. Hilton, who previously taught at Stanford and served as a fellow at the Hoover Institution, draws inspiration from former UK Prime Ministers Margaret Thatcher and David Cameron. His background is also tied to the tech industry through his wife, Rachel Whetstone, who held executive roles at Facebook, Google, and Uber. During the interview, Hilton proposes a radical Flat tax model to help the Working Class by eliminating state income taxes for those earning under $100K. This idea was surprisingly supported by Democratic rival Katie Porter, even though the establishment Democratic Party generally opposes his platform. To fund this, Hilton plans to eliminate Government Waste using a localized version of DOGE (Department of Government Efficiency). Hilton argues that the state's severe Housing Crisis is exacerbated by the California Environmental Quality Act (CEQA), which Unions weaponize for labor agreements, and by strict Climate Change mandates. He frequently contrasts this overregulation with Texas, noting insights from investor Michael Moritz on regulatory decay. Regarding Energy Policy, Hilton criticizes
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
All-In Podcast
4/24/2026
In this episode, hosts Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg explore critical tech and macroeconomic transitions. The conversation opens with SpaceX, led by Elon Musk, reportedly seeking to acquire or partner with Cursor, a rising star in Coding Assistants. This move allows xAI to leverage the immense power of Data Centers—specifically the Colossus supercomputer—to scale its native model, Grok. Musk's vertical integration strategy across software and hardware (evident in Tesla and its Optimus robot) is positioned to aggressively challenge OpenAI and anthropic, the creator of the Claude model. The hosts then dissect a brewing crisis in Private Equity. Following excessive leverage, Orlando Bravo and his firm Thoma Bravo recently surrendered their portfolio company Medallia to creditors. This highlights a structural collapse in the B2B SaaS market. High-multiple entities like Salesforce, ServiceNow, Snowflake, Adobe, and Figma are experiencing massive valuation pressures. Legacy per-seat pricing models are being decimated by autonomous AI agents using the Model Context Protocol (MCP) to bypass graphical interfaces. Reacting to this, Marc Benioff is pivoting to headless execution platforms like Agentforce. Validating this shift, Kevin Warsh noted that these disruptions reflect the broader Deflationary effect of AI. Startups are severely warned against using Venture Debt, as it destroys agility, and are instead
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
All-In Podcast
4/17/2026
The podcast covers massive shifts across the tech industry, macroeconomic trends, and political landscapes. The episode kicks off with a discussion on NYC politician Zohran Mamdani proposing a pied-a-terre tax explicitly targeting wealthy real estate owners like billionaire Ken Griffin, raising concerns about capital flight. In the tech sector, the panel dives into the intensifying arms race to build Frontier AI systems. OpenAI is currently grappling with an internal identity crisis, highlighted by a leaked memo from CRO Denise Dresser and their recent hire of open-source architect Peter Steinberger. The moves indicate that OpenAI is heavily pivoting toward Enterprise AI Adoption. They face blistering competition from anthropic, led by CEO Dario Amodei. anthropic is rapidly capturing enterprise coding revenue through its Claude ecosystem, particularly with the new Claude 3 Opus model. Notably, Anthropic recently held back the release of a massive model called Mythos, which the hosts theorize was actually due to severe compute shortages rather than the AI Doomerism narratives that the company often champions. The demand for AI compute relies entirely on massive Data Centers, which are currently bottlenecked by the dominance of Hyperscalers and severe Energy constraints in AI. To secure independence, Elon Musk is constructing the colossal 555k-GPU Colossus supercomputer for his company xAI, even renting out excess capacity to coding startups like Cursor. Concurrently, Meta is acceler
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
All-In Podcast
4/10/2026
The podcast provides a detailed analysis of major developments in artificial intelligence and geopolitics. The central tech story revolves around anthropic, led by CEO Dario Amodei, which made waves by withholding its new AI model, Mythos, deeming it too dangerous for public release. This decision came after Mythos autonomously discovered critical, decades-old vulnerabilities in foundational software like the Linux kernel, OpenBSD, and FFmpeg. In response, anthropic established Project Glass Wing, a 100-day cybersecurity coalition with industry giants such as Apple, Microsoft, Google, Amazon, and JP Morgan to patch these flaws, signaling a new era of caution as technology approaches AGI (Artificial General Intelligence). The competitive landscape is heating up, with rival OpenAI, under CEO Sam Altman, preparing to launch Spud, its first model trained on Blackwell GPUs. A significant subplot is the conflict between proprietary and Open Source models; anthropic's throttling of the popular agent OpenClaw, founded by Peter Steinberger, and Sam Altman's hiring of Steinberger are seen as strategic moves to dominate the agentic AI space. This has spurred competitors like Perplexity Computer and Elon Musk's upcoming Rock Computer, while decentralized projects like Bit Tensor Tao and its sub-project Ridges AI gain traction. On the business front, investor Brad Gerstner highlights anthropic's unprecedented $30 billion revenue run rate, dwarfing the combined reve
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
All-In Podcast
4/8/2026
In an extensive interview on the All-In Podcast, Pennsylvania Governor Josh Shapiro outlines his pro-growth strategy. He emphasizes Permitting Reform to accelerate infrastructure like Data Centers and investments in Life Sciences. Shapiro contrasts his approach with other states like California, led by Gavin Newsom, and New York, noting that high taxes are driving Venture Capital and business leaders to places like Austin, Texas. He firmly opposes the Wealth Tax on Capital gains advocated by figures like Elizabeth Warren and Bernie Sanders. Shapiro highlights his tough stance on Fraud, pointing to his successful prosecutions involving Medicaid and PPP loans. Addressing workforce and economic issues, he champions the Generation Toolbelt movement over traditional Higher Education and discusses a $1 billion plan to combat the Housing Crisis. Transitioning to national politics, Shapiro, a prominent figure in the Democratic Party, critiques Donald Trump and the Republican Party. He argues that Tariffs imposed by Trump have worsened Inflation and criticizes the administration's chaotic handling of the War with Iran. Furthermore, Shapiro condemns the abuse of the Presidential Pardon Power, specifically citing the pardoning of CZ (Changpeng Zhao). This abuse of power is also discussed in the context of Joe Biden pardoning his son, Hunter Biden, following an investigation by the DOJ (Department of Justice). Shapiro also calls out Mike Johnson and t
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare
All-In Podcast
4/6/2026
In this podcast, Trey Stephens of Anduril and Shyam Sankar of Palantir discuss the evolving landscape of Defense Tech and the traditional Military-Industrial Complex. They argue that the Department of Defense acts as a Monopsony, stifling innovation through Cost-Plus Accounting. To maintain Deterrence against adversaries like China, the US must focus on Re-industrialization and securing its Supply Chain. This is exemplified by Anduril building Arsenal One, powered by the Arsenal platform, to mass-produce Software-defined hardware and Drones. Historically, true innovation came from founders rather than bureaucracy. Examples include David Packard shaping defense acquisition, Kelly Johnson at Lockheed Martin, Abe Karem at General Atomics, and Bob Noyce at Fairchild Semiconductor. Today, companies like SpaceX and OpenAI are breaking traditional molds, acting as Dual-purpose companies. Leaders like Jensen Huang of Nvidia and platforms like Google are driving commercial capabilities that translate to AI in Defense. The speakers highlight vulnerabilities, such as reliance on foreign entities like TSMC for Semiconductors or losing the commercial drone market to DJI, which threatens national security, especially concerning Taiwan. Figures like Ash Carter advanced the Third Offset Strategy, while Drew Cukor championed Project Maven to integrate AI and Autonomous Weapons. However, cultural divides persist; for instance,
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
All-In Podcast
4/3/2026
The podcast covers a wide array of business and geopolitical topics, starting with the massive $1.75 trillion IPO of SpaceX, which would place it among global giants like TSMC and Aramco. A potential merger between SpaceX and Tesla could create a combined entity larger than Microsoft. Elon Musk continues to consolidate his ventures, integrating xAI and Starlink into his broader ecosystem. Structuring such mega-deals involves top-tier law firms like Wachtell Lipton, led by figures like Ed Herlihy. The conversation highlights the burgeoning Space Economy, referencing NASA's Artemis 2 mission to the moon, where technologies like a Mass driver could revolutionize lunar mining. Space startups are booming, with Jed McCaleb (founder of Ripple) investing heavily in Vast Space, which was discussed alongside other successful syndicate investments like Zipline. The hosts then analyze the upcoming 2026 IPO Market wave, noting that OpenAI, anthropic, Data Bricks, Stripe, and Cerebras are all waiting to go public. However, secondary market liquidity is drying up for mega-valuations. The existential question for software companies is whether AGI (Artificial General Intelligence) or Artificial Superintelligence (ASI) will erode their moats. Shifting to geopolitics, the escalating War with Iran and the controversial Operation Midnight Hammer have severely impacted Donald Trump's approval ratings. This political fallout has led to the dismissal of key administration figures