Episodes
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
All-In Podcast
3/27/2026
The podcast discusses the explosive growth of Generative AI, highlighting anthropic and its CEO Dario Amodei, who are on a generational run with Claude and AI agents dominating Enterprise AI. Meanwhile, OpenAI is facing challenges, pivoting towards Private Equity and canceling its Sora video licensing deal with Disney, while trying to maintain its lead in Consumer AI with ChatGPT. The competitive landscape is shifting, with Google aggressively pushing Gemini and Apple leveraging its hardware as a Competitive Moat. The panel, including Jason Calacanis, David Sacks, David Friedberg, and Chamath Palihapitiya, analyzes the SaaS Recession driven by AI disruption, contrasting struggling software companies with the durability of giants like Microsoft and Nvidia (led by Jensen Huang). Michael Dell praised Anthropic's enterprise capabilities, while firms like Thoma Bravo and 8090 are actively deploying AI to reinvent businesses. In the physical world, Elon Musk's Tesla faces fierce competition from value brands like BYD, though his other venture SpaceX remains highly valued for its strong moats. The debate over Regulatory Capture continues, with Emil Michael's involvement in Perplexity sparking discussions about DoD contracts. On the legal front, Meta and YouTube were hit with massive verdicts regarding Child Safety Online and platform addiction, successfully bypassing Section 230 protections—a risk that researcher Jonathan H
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like
All-In Podcast
3/25/2026
In an episode of the All-In Podcast, supported by Eight Sleep, host David Friedberg interviews Bryan Johnson about his extensive Longevity protocols. Johnson details his use of 5-MeO-DMT, a compound significantly more potent than DMT. Unlike traditional longevity interventions such as Rapamycin, Metformin, Hyperbaric oxygen therapy, and the Sauna, psychedelics like Psilocybin and 5-MeO-DMT profoundly impact the brain. They dissolve the Default mode network, which drives Neuroplasticity and can reduce systemic Inflammation. Johnson also observed positive shifts in his Microbiome and Blood glucose levels. To measure these changes, he used Kernel, his neurotech company that previously studied Ketamine for treating Depression. Using MRI and EEG, Kernel tracked his brain's activity. However, Johnson acknowledges the risks, noting that high-dose psychedelics could induce Psychosis or trigger Schizophrenia. The conversation then explores the future of human enhancement, touching on brain-computer interfaces like Neuralink and the broader implications of AI. Johnson outlines his next steps in Cell and Gene Therapy, including Mitochondrial rejuvenation to potentially treat Parkinson's and Alzheimer's. He also discusses delivering the FOXO3 Gene via Mesenchymal stem cells for massive Tissue regeneration. Furthermore, Johnson is growing personalized Organoids from Induced Pluripotent Stem Cells, created using Yamanaka factors. Because
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
All-In Podcast
3/23/2026
The All-In Podcast featured four top CEOs shaping the future of AI Infrastructure and Data Centers. Michael Intrator of CoreWeave shared how his firm pivoted from Bitcoin mining to deploying massive GPUs, including the H100 and H200, in partnership with Nvidia (led by Jensen Huang). CoreWeave leverages innovative corporate debt structures to scale capacity for hyperscalers like Microsoft, OpenAI, and early clients like Inflection AI. Intrator emphasized that the real monetization lies in AI Inference, though the industry faces Memory Constraints. Aravind Srinivas, CEO of Perplexity, discussed organizing the world's knowledge via Multimodal Models. Perplexity offers seamless access to frontier models such as Anthropic's Claude, Google's Gemini, Meta's Llama, as well as open-weights models like Deep Seek and Kimmy. Srinivas introduced the Comet Browser and the Perplexity Computer, which will soon orchestrate Local models running on consumer and enterprise hardware, including the Apple Mac Mini, the Mac Studio, and powerful workstations from Dell. The conversation also touched on how tech giants like Google and Meta are adapting to this agentic future. Representing the European ecosystem, Arthur Mensch, CEO of Mistral, highlighted the critical role of Open source AI in driving Enterprise AI Adoption. Through products like Forge, Mistral helps corporations customize models securely. Mensch noted that while Synthetic Da
Jensen Huang: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
All-In Podcast
3/19/2026
In a futuristic March 2026 episode of the All-In Podcast, Jensen Huang, CEO of Nvidia, joins hosts David Friedberg, Chamath Palihapitiya, and Brad Gerstner to discuss the massive shift towards AI agents and expansive AI Infrastructure. Huang highlights Nvidia's strategic move of acquiring Groq to handle the AI Inference explosion. He introduces Dynamo, the new operating system for the AI factory, leveraging Disaggregated inference to optimize massive workloads across hardware architectures like Vera Rubin and Blackwell, as well as storage processors like Blue Field. Protected by its software moat CUDA, Nvidia is pushing into new frontiers like Physical AI and Omniverse, which simulate reality to power Robotics, Digital Biology, and AI in Healthcare. The AI revolution brings unprecedented Productivity Gains, as Friedberg notes while discussing Auto Research. The market is expanding with open tools like OpenClaw, supported by Dell, Peter Steinberger, and the broader Open source AI movement, alongside frontier models like ChatGPT by OpenAI, Claude by Anthropic (led by Dario Amodei), Llama by Meta, and Gemini by Google. Nvidia also actively enables Autonomous Driving with partners like BYD and Uber, supplying Tesla (led by Elon Musk) and competing or collaborating with Waymo, Amazon, and AWS. Geopolitically, Gerstner and Huang discuss AI Regulation in the United States, where Donald Trump pushes f
John Fetterman: 'I'm the Only Democrat in Congress Saying This'
All-In Podcast
3/18/2026
In this episode of the All-In Podcast, David Friedberg interviews Senator John Fetterman about his divergent views from the Democratic Party, which he claims is increasingly driven by Trump Derangement Syndrome (TDS). Because of his independent approach, John Fetterman notes he has gained high approval from members of the Republican Party, who widely support former President Donald Trump. Fetterman refuses to align with partisan demands from leaders like Kamala Harris. On foreign policy, Fetterman passionately defends Israel and Prime Minister Benjamin Netanyahu in their multi-front conflict against Iran and its militant proxy groups, including Hamas, Hezbollah, and the Houthi movement. Fetterman calls for holding Iranian Supreme Leader Ali Khamenei accountable and criticizes NATO allies for failing to help the United States secure global trade routes. Fetterman condemns the alarming rise in Antisemitism on college campuses. He also distances himself from extreme voices, refusing to validate commentators like Tucker Carlson or Nick Fuentes. Furthermore, Fetterman frames the Middle East conflict as part of a broader struggle against adversaries like China and Russia, highlighting the latter's war in Ukraine. Domestically, David Friedberg and Fetterman discuss the proposed SAVE Act. While Fetterman conceptually supports Voter ID Laws—pointing to their successful implementation in Wisconsin—he opposes the partisan additions to the current bill. Fetterman dismisses
Travis Kalanick & Michael Dell Live from Austin, Texas
All-In Podcast
3/16/2026
In this live episode of the All-In Podcast from Austin, Texas, hosts Jason Calacanis and David Friedberg interview tech founders Travis Kalanick and Michael Dell. Travis Kalanick formally reveals his previously stealth startup, Atoms (formerly City Storage Systems), explaining how its food logistics arm, Cloud Kitchens, was just the beginning. Drawing parallels to how Amazon scaled e-commerce, Kalanick's vision centers on Physical AI, Automation, and Autonomous Robots to digitize the physical world. He announces the acquisition of Pronto to automate mining and highlights how companies like Tesla (led by Elon Musk) and Waymo (a Google subsidiary) are pushing hardware boundaries, while Musk's Boring Company tackles underground infrastructure. Kalanick discusses his departure from California—specifically citing urban decay in San Francisco and Los Angeles—and reflects on the competitive advantage of using Capital as a weapon, a strategy heavily utilized by Uber, Masayoshi Son, and Sam Altman at OpenAI. Kalanick notes the impressive manufacturing scale in China and Shenzhen, juxtaposed with capital tightening in the Middle East and Saudi Arabia due to conflicts involving Iran. Later, Michael Dell breaks down the massive $50B growth in Dell's infrastructure business, driven by the global AI Infrastructure Buildout and the proliferation of AI Data Centers. Aided by tax incentives like 100% immediate expensing, corporations—influen
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
All-In Podcast
3/13/2026
The podcast begins with Brad Gerstner discussing his recent attendance at the State of the Union address, where Donald Trump gave a shout-out to the Invest America Act, a child equity program that sparked comparisons to Universal Basic Income (UBI). The hosts transition to geopolitical analysis, focusing on the war in Iran and its macroeconomic ripple effects. The conflict in the Middle East has caused spikes in Oil prices, prompting Goldman Sachs to raise its Inflation forecasts. While Neocons advocate for military escalation, the hosts predict a swift resolution, noting that China and its leader, Xi Jinping, desperately need stable oil supplies. A prolonged conflict would devastate the region and pose existential threats to Israel. In the technology sector, a massive debate unfolds regarding the exploding revenue of AI companies. Anthropic, led by Dario Amodei, and OpenAI, led by Sam Altman, are seeing unprecedented growth through models like Claude and ChatGPT. Hardware giants like Nvidia, led by Jensen Huang, are capturing the massive capital expenditure. While tech executives like Michael Dell report high ROI from Enterprise AI—particularly through Coding Assistants—critics question if this revenue is durable. They compare these AI firms to established SaaS companies like Data Bricks and Snowflake. Some enterprises, such as Palantir, have successfully integrated AI into production, but others, like Amazon, have placed human review mandates on AI-generated
They're Opening the Stock Market to Everyone. Here's What That Actually Means
All-In Podcast
3/11/2026
The episode features hosts Jason Calacanis and Chamath Palihapitiya interviewing SEC Chair Paul Atkins and CFTC Chair Michael Selig. They begin by discussing the evolution of the IPO Market, noting that giants like Apple and Microsoft went public early, creating immense wealth for Retail Investors. Today, as highlighted by an Andreessen Horowitz chart, most returns are captured by Private Equity and Venture Capital. Paul Atkins aims to reform Accredited Investor Rules in collaboration with the Department of Labor to democratize access to these private markets. Michael Selig outlines his focus on Crypto regulation, contrasting his approach with the regulation-by-enforcement era of Gary Gensler. He discusses the necessity of establishing clear rules with the help of David Sacks and the CLARITY Act. The conversation explores the convergence of Artificial Intelligence, Crypto, and finance, touching upon how Autonomous Agents could replace traditional hedge funds like Citadel and Millennium. They examine how Blockchain Technology and Distributed Ledger Technology enable Tokenization and Smart Contracts, paving the way for instantaneous T-Zero Settlement. The discussion turns to systemic risks, particularly Leverage in crypto and the booming sector of Prediction Markets. Chamath Palihapitiya compares the information asymmetry in these markets to issues addressed by Regulation FD, referencing a tweet by Brian Armstrong on Insider Tradi
“This is Bibi’s War” - Harvard’s Graham Allison on the Influences and Endgame of the Iran War
All-In Podcast
3/9/2026
On the latest episode of the All-In Podcast, Graham Allison, a professor who WORKS_AT the Harvard Kennedy School and author of Destined for War, DISCUSSES the ongoing geopolitical crisis in the Middle East. He analyzes how the United States and Israel are attacking Iran. He argues this is largely driven by Benjamin Netanyahu, who INFLUENCES Donald Trump to escalate the conflict. Allison notes that Hamas is an evil proxy RELATED_TO Iran, but cautions against forced Regime Change. He cites Condoleezza Rice who previously advocated for such strategies, and references historical examples: Iraq and Afghanistan as failures, and Venezuela as a recent covert operation. The Department of Defense is evaluating these actions, warning that shifting resources impacts the defense of Ukraine against Russia and could spike global Oil prices. The conversation shifts to China and its threats toward Taiwan. The CIA previously briefed Apple CEO Tim Cook on this risk. However, China is currently grappling with internal crises, primarily Population Decline and severe Youth Unemployment in China. Instead of immediate war, China focuses on dominating Electric Vehicle (EV) manufacturing, heavily relying on Robotics and Artificial Intelligence (AI) to replace human labor—a trend acknowledged by Elon Musk. For instance, Chinese automaker Xiaomi is deploying highly automated EV factories. Meanwhile, global stability heavily relies on TSMC, which produces 96% of the wo