Episodes
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
All-In Podcast
7/13/2026
This episode of the All-In Podcast explores the massive disruption caused by artificial intelligence in multi-billion dollar industries, specifically focusing on voice generation and legal services. The hosts first interview Mati, CEO of ElevenLabs, a company experiencing hypergrowth by reaching $600M ARR. ElevenLabs is revolutionizing Voice AI through advanced Text-to-speech and Speech-to-text technologies, creating highly realistic AI agents for enterprise clients like Revolut and Klarna. They have pioneered interactive voice experiences by licensing the likeness of celebrities like Matthew McConaughey and Gordon Ramsay on Masterclass. Furthermore, the estate of James Earl Jones licensed the iconic Darth Vader voice in partnership with Disney, for use by Epic Games in Fortnite. To manage hypergrowth, ElevenLabs operates without traditional Product Managers, instead embedding engineers across all teams and leveraging Vibe Coding. While competing with Frontier models from OpenAI and Anthropic, they remain agnostic, supporting Open source models to maintain a competitive edge. They are actively addressing security concerns around AI Deepfakes and testing tools like Whisper Flow. They also focus on social impact, restoring the voice of Congresswoman Jennifer Wexton. Partnerships with wellness apps like Headspace and its competitor Calm further expand their reach, pushing boundaries toward a voice-based AGI (Artificial General Intelligence). In the second
OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
All-In Podcast
7/10/2026
The podcast features a comprehensive discussion among the hosts Brad Gerstner, Chamath Palihapitiya, David Sacks, and Jason Calacanis covering the macroeconomic landscape, the rapid evolution of Artificial Intelligence (AI), and major philanthropic initiatives. The hosts begin by analyzing the Venture Capital Market and the highly anticipated trillion-dollar IPOs of OpenAI and Anthropic. They compare these potential public offerings to the textbook execution of the SpaceX IPO, praising the leadership of Elon Musk and President Gwen Shotwell. A critical debate emerges around AI ROI and Token Spend Management in the enterprise sector. As computing costs skyrocket, companies are struggling to justify expenses. Industry leaders are adopting sophisticated routing techniques to manage this. For instance, Uber is strategically deploying AI in its operations to achieve tangible ROI, DoorDash is utilizing open-weight models for coding, and Ali Ghodsi of Data Bricks is optimizing AI harnesses to slash token costs. There is a fierce tug-of-war between Closed source AI, dominated by frontier models like Anthropic's Claude and Fable 5, and Open Source AI. Disrupting the market, Mark Zuckerberg and Meta have launched Muse Spark to ignite a fierce price war. Meanwhile, startups like Decagon are leveraging fine-tuned open models for mature workflows, whereas hyper-growth consumer apps like Lovable and voice-generation leader 11 Labs remain heavily reliant on closed frontier model
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In Podcast
7/9/2026
The All-In Podcast features interviews with two prominent tech leaders shaping the current AI buildout. First, Andrew Feldman, CEO and founder of Cerebras, discusses the unprecedented scale of Data centers construction and the rapidly increasing Energy demand for AI. He highlights how massive compute requirements are driven by companies like OpenAI, Anthropic, SpaceX, Google, Microsoft, and AWS. Cerebras provides blisteringly fast chips optimized for AI Inference, challenging the legacy x86 architecture of Intel and the standard GPU architecture dominated by Nvidia and its CEO Jensen Huang. This competitive landscape has pushed tech giants like Amazon to build custom silicon. The panel contrasts Open source AI with Closed source AI, noting a trend towards AI Sovereignty. For example, the UAE based G42 builds custom models to protect their Intellectual Property (IP). Feldman discusses advanced reasoning, referencing the Hermes agent processing massive amounts of AI Tokens, and Z.AI producing GLM 5.2 which runs on the decentralized Bit Tensor Tao network. Reasoning engines like Fable indicate we are approaching AGI (Artificial General Intelligence) through recursive self-improvement, a trend anticipated by pioneers like Sam Altman, Ilia Sutskever, and Dario Amodei. With rapid advancements comes the need for AI Safety, as demonstrated by Palo Alto Networks discovering vulnerabilities through AI red-teaming. Feldman draws an analogy
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
All-In Podcast
7/3/2026
The podcast covers massive shifts in technology and policy. A landmark partnership between Palantir (led by Alex Karp) and Nvidia aims to build a new AI Sovereignty operating system. Karp heavily criticized frontier labs like Anthropic (led by Dario Amodei) and OpenAI (led by Sam Altman), warning enterprises that sharing proprietary data risks giving away their IP. The hosts cited how Anthropic blindsided partners like Figma and Cursor by launching competing vertical applications derived from Claude. To preserve Intelligent Sovereignty, enterprises should adopt Open Source AI (like Nvidia's Neotron, or Chinese models like Deepseek and Kimmy) running on private hardware. Startups like 8090 (led by Chamath Palihapitiya) and Abacus are proving open-source models can be cheaper and safer than trusting monopolies like Microsoft or Google. The hosts contrast this with Apple, which historically respected developers. The hosts, including Jason Calacanis and David Friedberg, debated Job Displacement driven by AI. While a Ramp study suggests AI-adopting companies hire more people, automation of physical tasks is accelerating via innovations like Tesla's Optimus (robot), Waymo, and competitors like Figure. The episode also analyzed the Commerce Department (involving Howard lutnick and alerts from Amazon CEO Andy Jassy) and its handling of Export controls on Anthropic's new Fable 5 model, navigating geopolitical AI regulations. Insi
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading, President AOC?!
All-In Podcast
6/29/2026
In this detailed episode of the All-In Podcast, hosts Jason Calacanis and David Friedberg invite statistical forecaster Nate Silver to discuss everything from sports to the complex political landscape spanning the 2026 Midterms and the 2028 Election. Nate Silver, who writes for Substack and consults for Polymarket, opens up about his sports betting strategies. He details being limited by sportsbooks like DraftKings, leading him to favor prediction markets. He shares his insights on the New York Knicks, attributing their recent success to the standout performances of Jalen Brunson and Karl-Anthony Towns, along with the strategic decisions of Mike Brown. Transitioning to politics, the panel deeply analyzes the state of California, particularly a controversial mayoral race in Los Angeles where Nithya Raman secured a late-surge victory over Karen Bass. The discussion highlights ongoing concerns over Ballot harvesting and the slow counting processes. This leads to a broader debate about election integrity and Voter ID Laws, drawing on data provided by the Heritage Foundation. The hosts note that even a talented candidate like Spencer Pratt would struggle in such a heavily partisan environment. Ultimately, it is the systemic issues like the Electoral College and deep Political polarization that dictate these electoral outcomes. The Democrats are portrayed as a fractured party, split into three main ideological camps: the progressive left, represented by AOC (Alexandria Ocasio-Cor
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In Podcast
6/26/2026
The podcast features a dynamic conversation among Jason Calacanis, Chamath Palihapitiya, David Sacks, Gavin Baker, and Travis Kalanick. They begin by analyzing the recent political sweep in New York City by the Democratic Socialists of America (DSA), driven by figures like Zoran Mamdani. The hosts debate the societal implications, contrasting the DSA's platform with the potential of AI (Artificial Intelligence) as an economic equalizer. The discussion shifts to the global stage, specifically the technology race with China. The panel observes that Chinese firms are catching up rapidly in Open source AI. For instance, Z.AI recently released the highly capable GLM 5.2 model, which heavily relied on Distillation (AI) techniques and hardware from Huawei, similar to how DeepSeek operates. This rapid progress challenges US incumbents like OpenAI and anthropic. The latter, led by CEO Dario Amodei, recently saw its Fable 5 model delayed due to regulatory caution surrounding Cybersecurity in the AI era. The panel predicts a shift toward Composable Models, which combine open-source solutions with proprietary models, thereby expanding the entire AI Infrastructure market currently dominated by Nvidia and its CEO Jensen Huang. The panel then dissects the hardware bottleneck. Micron recently smashed earnings expectations thanks to massive demand for High-bandwidth memory (HBM). Alongside SK Hynix and Samsung, Micron is struggling to meet demand, while Chinese manufacturer CXMT
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
All-In Podcast
6/23/2026
Sponsored by AppLovin, an episode of the All-In Podcast features host David Friedberg interviewing Ryan Cohen, the CEO of GameStop. The conversation begins with Cohen's entrepreneurial journey, detailing how Chewy, a company he founded, was built to compete directly with Amazon in E-commerce. Cohen achieved success by mastering Supply Chain logistics, managing Negative working capital, and focusing on Recurring revenue. Following the sale of Chewy, Cohen transitioned to Activist Investing. He discusses filing a 13D form with the SEC, a shift from passive 13G investing, to actively engage with GameStop management. This occurred around the time of the next Console cycle featuring new PlayStation and Xbox releases. The Wall Street Bets community propelled GameStop into the center of the Meme Stocks phenomenon. Upon becoming CEO, Cohen had to quickly learn Physical Retail operations. He initiated an aggressive Cost Cutting strategy and pivoted the company's focus toward the Collectibles market, particularly Trading cards, leveraging a strong Trade-in model. These efforts led to impressive Free cash flow and enabled Share Buybacks. The core of the discussion revolves around GameStop's $56 billion M&A bid for eBay. Cohen criticizes eBay's current Corporate Governance, noting a lack of Skin in the game among executives, and emphasizes the superiority of Founder-led companies. While acknowledging eBay's First-mover advantage and
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
All-In Podcast
6/19/2026
In this episode, the hosts Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg discuss major market shifts, tech disruptions, and geopolitical events. The conversation opens with a critique of the "new oligarchs," calling out Elizabeth Warren, Bernie Sanders, and Ro Khanna for pushing policies that undermine Capitalism and erode Private property rights. They point to legislation backed by JB Pritzker as a specific example of this state-level overreach. The focus then shifts to Elon Musk, who has been dubbed the world's first trillionaire following the record-breaking IPO of his aerospace company, SpaceX. This historic public offering was highly democratized, offering retail allocations via Robinhood and Charles Schwab. SpaceX's new valuation surpasses tech giants like Amazon and Microsoft, ranking it just behind TSMC. Additionally, SpaceX acquired the coding startup Cursor for $60 billion, which leverages Musk's massive Colossus compute cluster. A major portion of the discussion covers the intense regulatory clash surrounding anthropic. The White House and the Department of Commerce, led by Howard Lutnick, forced the shutdown of Anthropic's restricted AI model, Fable 5. This intervention occurred after Amazon CEO Andy Jassy reported severe jailbreaks in the model. National security concerns were heightened because SK Telecom had been granted preview access to Mythos, an even more powerful base model. anthropic CEO Dario Amodei
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
All-In Podcast
6/12/2026
The All-In Podcast episode reunites the core host quartet of Jason Calacanis, Chamath Palihapitiya, David Sacks, and David Friedberg for an extensive discussion spanning technology, finance, and politics. They begin by unpacking the backlash surrounding anthropic and its newly released Fable 5 AI model. With CEO Dario Amodei back to blogging, the hosts analyze the model's performance—which exceeds the older Opus 4.8—and its rigorous safety safeguards. Though praised for its capabilities (having been validated by the CEO of Palo Alto Networks), the model's 30-day data retention and aggressive monitoring for frontier AI research have sparked major concerns over AI Censorship. Chamath Palihapitiya notes the significant business risk of accidental censorship. In response, David Friedberg highlights how companies are being forced to adopt Open source AI, noting that currently the best models are coming from China. The hosts discuss the hardware implications, touching on the value of running models locally on Apple Silicon. They also reference Meta's competitive fumble and subsequent recovery with Llama, which stands as a prime example of accessible AI. Debating the necessity of guardrails, the hosts compare the evolution of AI to the dual-use nature of the Manhattan Project and question why basic KYC/AML checks aren't used instead of opaque algorithmic downgrading. The conversation then shifts to the political response to AI's rapid ascent. They discuss a controversial proposal by Senator Bernie Sander