Episodes
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
All-In Podcast
8/12/2026
On a recent episode of the All-In Podcast, hosts Jason Calacanis and David Friedberg held an extensive interview with Rahm Emanuel, former Chief of Staff to Barack Obama and senior advisor to Bill Clinton. Emanuel, a stalwart of the Democrats, contrasted his party's traditional moderate approaches with the populist strategies of Donald Trump and the Republicans. The discussion kicked off with a deep dive into global Geopolitics, examining the complex relationship between the United States and China. Emanuel argued that Chinese President Xi Jinping is exporting China's domestic economic dysfunction. To counter this, he proposed an allied economic bloc integrating nations like Japan, Taiwan, and the Philippines. This bloc aims to mitigate vulnerabilities in the global Supply Chain and protect critical sectors like Semiconductors and Manufacturing in America. Furthermore, Emanuel emphasized the need for American technological supremacy, supported by Venture Capital, DARPA, the NIH, and the National Science Foundation. These organizations are pivotal for driving breakthroughs in Life Sciences, AI (Artificial Intelligence), and Defense Tech, notably including modern Drones. The conversation then shifted to Europe, where the group analyzed the legacy of former German Chancellor Angela Merkel and the continent's ongoing challenges with Immigration and energy dependency. In the Middle East, Emanuel mapped out shifting alliances, highlighting strategies to is
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
All-In Podcast
8/7/2026
The recent episode features Brad Gerstner, David Friedberg, David Sacks, and Jason Calacanis discussing major tech industry shifts, while also promoting the upcoming All-In Summit at Universal Studios, featuring prominent guests like Bill Gurley and Jensen Huang (CEO of Nvidia). A primary focus is the ongoing restructuring at Google. Key leadership changes include Demis Hassabis taking a broader role across Google and DeepMind, while legendary engineer Jeff Dean left to establish a new startup, Discovery Loop. The panel suggests this brain drain stems from the massive Capex Boom, as Google prioritizes building massive AI Data Centers over exclusive internal model development, aiming for a reliable Return on Invested Capital (ROIC). This creates an industry bifurcation. On one side are the closed, premium Frontier models dominated by a duopoly of OpenAI (creator of ChatGPT) and Anthropic (creator of Claude), both supported heavily by infrastructure from Microsoft and others. On the other side is the rapidly advancing Open source AI ecosystem, championed by companies like Meta. While Google's own frontier model, Gemini, faces internal channel conflicts, Google retains a massive distribution advantage through its Android platform—similar to how Apple dominates premium mobile monetization. Google also retains specialized AI bets through subsidiaries like Isomorphic Labs. Meanwhile, Elon Musk is leveraging SpaceX to build an AI infrastructure juggernaut. De
China Outbuilds America 230-to-1. Saronic Has a Plan
All-In Podcast
8/5/2026
In a recent episode of the All-In Podcast, host Jason Calacanis interviews Dino Mavrukas and Vib Alkacar, the co-founders of Saronic. This fast-growing Defense Tech startup is radically transforming Ship Building by manufacturing advanced uncrewed vessels for the US Navy. The interview highlights a historic rescue mission in the Strait of Hormuz using Saronic's 24-foot autonomous speedboat, the Corsair. The founders emphasize the urgent geopolitical need to innovate: China, backed by heavy subsidies from the Chinese Communist Party, currently outbuilds the US 230-to-1 in ship capacity, posing severe threats to allies like Taiwan. By leveraging Artificial Intelligence (AI), Machine Learning, and software algorithms, Saronic can build uncrewed vessels at scale, countering adversarial powers like Iran operating in the Persian Gulf. To achieve this speed, the company relies heavily on Vertical Integration and First principles thinking, drawing parallels to how Elon Musk revolutionized auto manufacturing at Tesla. In order to maximize efficiency, they bypass the slow, bloated Cost-Plus Accounting models historically preferred by the Department of Defense (a shift championed by reformers like Emil Michael) and privately fund their R&D. Their 180-foot heavy-duty vessel, the Marauder, is currently built in Franklin, Louisiana, and is uniquely designed to carry high payloads like VLS tubes for Tomahawk missiles. Early iterative models discussed include the Cutlas
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In Podcast
7/31/2026
The podcast begins by analyzing a massive market correction in semiconductor and tech stocks, highlighted by former OpenAI researcher Leopold Aschenbrenner facing a devastating Margin Call. His excessive use of Leverage in trading caused massive losses, leading to his portfolio being purchased by Citadel, the firm founded by Ken Griffin. The market shockwave hit South Korea exceptionally hard, causing liquidations that severely impacted local giants Samsung and SK Hynix. Simultaneously, US-listed semiconductor mainstays like Nvidia, TSMC, AMD, Micron, and Broadcom all faced steep declines. The hosts attribute this to concerns over the massive AI Capex buildout and macro factors: US Treasuries are yielding highly attractive rates because the Federal Reserve is maintaining strict policies to combat Inflation. This inflation is driven by excessive Government spending that continues to bloat the Federal Debt. In the geopolitical sphere, China is reshaping the future by heavily investing in Fusion Energy to meet global Energy demands, while tech leaders like Elon Musk push for Solar Energy expansion. Additionally, China is driving the Commoditization of software through highly capable Open source models like Kimmy. These accessible alternatives threaten the closed-source Duopoly maintained by OpenAI and anthropic. Seeking alternatives to the duopoly, companies like Perplexity and founders like Jack Dorsey are actively embracing these open ecosys
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
All-In Podcast
7/29/2026
In a special episode of the All-In Podcast sponsored by AppLovin, host JCal (Jason Calacanis) interviews four robotics leaders at the Machina conference in Paris, France. The conversations explore how AI (Artificial Intelligence), GPU, and Cloud Computing are accelerating the physical deployment of robots. Dr. Péter Fankhauser of ANYbotics highlights the success of Four-Legged Robot Dogs in Industrial Applications of Robotics. He warns against Chinese Robotics Security Risks and firmly opposes the development of Autonomous Weapons by authoritarian regimes like China. He stresses the need for Europe to strengthen its defense tech ecosystem alongside NATO. Bernt Børnich, CEO of 1X, introduces NEO, a bipedal robot launching in 2026. He views NEO as a Platform strategy, allowing foundational models from OpenAI and Claude to run on its hardware. He notes they look to Tesla as a model for consumer distribution. 1X employs Teleoperation, Cross-embodiment, and vast internet video datasets to build robust World Models that overcome the Sim-to-real gap. Børnich predicts a Hard Takeoff within a decade, where Embodied AGI enables robots to build more robots, transforming the economy. Amanda McMaster, interim CEO of Boston Dynamics (now backed by Hyundai), discusses the commercial success of their quadruped Spot and the bipedal humanoid Atlas. Moving toward a Robot as a Service model, they partner with organizations like Google DeepMin
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
All-In Podcast
7/24/2026
The episode features hosts David Sacks, David Friedberg, Chamath Palihapitiya, and Jason Calacanis discussing major business, tech, and political themes. First, they analyze the massive leap in Open source AI capabilities with the release of Kimmy by the China-based lab Moonshot AI, which has sparked panic at leading American labs. They discuss how Anthropic, led by Dario Amodei, and OpenAI, led by Sam Altman, are actively lobbying the Donald Trump Administration and the White House to push for Regulatory Capture. By trying to ban foreign open models, they cite national security and intellectual property theft via Distillation (AI) as justifications. David Sacks notes the hypocrisy of these companies, referencing debates involving Michael Kratsios and Howard Lutnick, and argues a ban would destroy American developers who need access to open weights. Chamath Palihapitiya contends this lobbying is an attempt to fight inevitable AI Commoditization, asserting that future value lies in Enterprise AI applications and AI Infrastructure rather than foundational models. He and Jason Calacanis agree that implementing KYC/AML checks would prevent distillation far better than an outright ban. Jason Calacanis notes that many startups are moving to open source, utilizing providers like 8090 for their enterprise implementations. The podcast also dissects Anthropic's $1.5 billion settlement for using pirated books, highlighting the complex legal landscape of Fair Use and Co
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
All-In Podcast
7/21/2026
In this comprehensive discussion on the All-In Podcast, Mark Cuban engages with Jason Calacanis to explore the nuances of the current AI Bubble. He contrasts this era with previous tech bubbles, noting that massive investments from Venture Capital and Private Equity are currently keeping the bubble private, heavily funding frontier companies like OpenAI, Anthropic, and SpaceX. This unprecedented influx of capital has triggered a massive wave of AI Capex directed toward building physical Data centers. Tech giants like Google, Meta, and Microsoft are leading this charge, attempting to commercialize Enterprise AI. However, Cuban notes that deploying AI directly into traditional enterprises is incredibly challenging, a sentiment echoed by Alex Karp of Palantir, who emphasizes the absolute necessity of utilizing forward-deployed engineers. Despite these enterprise hurdles, Cuban is highly optimistic about AI democratization for smaller businesses, highlighting his investments in startups like Lovable, led by Anton Osika. He also backs Synthesia and Matter.com, pushing beyond text processing to focus on video generation and spatial understanding. The conversation touches on AMI, a project associated with Yann LeCun focused on building World Models. These models are positioned to ultimately surpass traditional Large Language Models (LLMs) and Transformers. In the medical field, Cuban points out that AI in Healthcare is creating a revolution in self-directed patient care, support
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
All-In Podcast
7/17/2026
The All-In Podcast hosts, including Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg, discuss critical tech and market developments. The conversation opens with DeepMind CEO Demis Hassabis proposing a new framework for AI Regulation, modeled after FINRA as an SRO. This contrasts with the restrictive FAA for AI model supported by Dario Amodei and anthropic, or the bureaucratic DMV for AI, which critics argue leads to Regulatory Capture and harms Open source AI. In corporate news, Stripe, Block (led by Jack Dorsey), and Advent are collaborating on an acquisition bid for PayPal, which includes assets like Venmo and Braintree. This move, reminiscent of strategies by Ryan Cohen and Bending Spoons, positions them to challenge financial giants Visa and Mastercard. Meanwhile, Apple and its CEO Tim Cook have filed a lawsuit against OpenAI (led by Sam Altman), alleging that former executive Tang Tan stole valuable Intellectual Property. In AI development, SpaceX and xAI, both led by Elon Musk, faced an AI Privacy incident involving the Grok model. As AI costs spiral, Eric Glyman of Ramp introduced Token Spend Management tools to control budgets, while Mira Murati and local compute hardware like the Mac Studio offer cheaper alternatives. On the infrastructure front, Kathy Hochul, the Governor of New York, signed a moratorium halting new AI Data Centers, severely impacting the Ene
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
All-In Podcast
7/15/2026
In a recent episode of the All-In Podcast, Jason Calacanis interviewed former Intel CEO Pat Gelsinger about the strategic missteps that allowed competitors like Nvidia and TSMC to demolish their market lead. Gelsinger lamented how Intel lost its culture of being driven by deeply technical leaders like Andy Grove, shifting away from the ethos of Founder-led companies. Even non-founders like Satya Nadella and Sundar Pichai succeed because they are technical, unlike the business leaders who took over. Poor Capital Allocation, such as prioritizing dividends over R&D, led to missing critical adoptions like EUV lithography, which is essential for the Foundry model. They also shut down the Larrabee project while Nvidia, led by Jensen Huang, compounded its lead with CUDA. This technical stagnation drove Steve Jobs to abandon the x86 architecture and develop proprietary Apple Silicon for Apple. On geopolitics, Gelsinger warned of global vulnerability if China were to blockade Taiwan, emphasizing the critical need for the CHIPS Act to bolster domestic manufacturing and Supply chain resiliency. Addressing the massive AI Infrastructure Buildout, Gelsinger argued that physical limits of energy consumption for AI will act as a natural governor against an unchecked AI Bubble. Meanwhile, the falling cost of AI Tokens will continue to unlock infinite demand according to Jevons' Paradox, benefiting hardware innovators like Cerebras and Groq. Looking ahead, Gelsinge