Episodes
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
All-In Podcast
1/25/2026
This series of interviews, conducted at the World Economic Forum in Davos, explores the future of technology and business through the eyes of four CEOs on the cutting edge of their respective industries. First, Jeremy Allaire, CEO of Circle, provides a deep dive into the digital currency landscape. He discusses the maturation of Stablecoins, particularly Circle's flagship product USDC, in the wake of crucial legislation like the Genius Act. Inspired by Bitcoin, Allaire contrasts his company's strategy of regulatory compliance and partnership with financial giants like Visa and BlackRock against less-regulated competitors such as Tether, while noting the influence of past attempts like Meta's Libra project. He also discusses collaborations with firms like Intuit and touches upon the broader economic implications of AI, connecting its potential for disruption to the Rise of Socialism in the US. Next, George Kurtz, CEO of CrowdStrike, shifts the focus to the escalating conflict in cyberspace. He details the challenges of Cybersecurity in the AI era, where AI is a double-edged sword, enabling sophisticated threats like Autonomous malware while also being the best defense. Kurtz identifies top-tier Hacker nations including Russia, China, and North Korea, and highlights how trends like Remote work have created significant new vulnerabilities for corporations. Following this, Adam Goldstein, CEO of Archer Aviation, paints a picture of the future of transportation with
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
All-In Podcast
1/23/2026
In a series of interviews from the World Economic Forum in Davos, host Jason Calacanis speaks with leaders shaping the future of technology and industry. Brian Armstrong, CEO of Coinbase, outlines the maturation of the Crypto industry, highlighting a stark contrast between the hostile approach of the Biden Administration and the supportive regulatory environment under the Donald J. Trump administration, which passed the Genius Act to provide clarity for Stablecoins. He notes growing institutional adoption through partnerships with firms like BlackRock and JP Morgan and identifies Cross-border payments, Prediction Markets, and Tokenization as key growth trends, while navigating relationships with different stablecoin issuers like Circle and Tether. Following him, Andrew Feldman, CEO of Cerebras Systems, discusses the exponential demand for AI Compute Power and the critical importance of low-latency AI Inference. He positions his company's Wafer Scale Engine (WSE) as a powerful alternative to Nvidia's GPUs, revealing a major new purchase order from OpenAI. Feldman frames the buildout of Data Centers and energy infrastructure as a central part of the geopolitical US vs China in AI race, praising the Trump Administration's pro-business AI policies. Finally, Jake Loosararian, CEO of Gecko Robotics, explains the crucial role of AI and Physical Robots in the industrial world. He argues that his Pittsburgh-based company is building the foundational Data
Europe's Free Speech Crackdown and the "Censorship Industrial Complex" with Sarah B. Rogers
All-In Podcast
1/22/2026
In an episode of the All-In Podcast recorded at Davos, hosts Jason Calacanis and David Sacks interview Sarah B. Rogers, the Under Secretary for Public Diplomacy at the State Department, about the increasing crackdown on Free Speech in Europe. Rogers details a fundamental conflict between the United States' robust First Amendment principles and new European regulations, such as the UK's Online Safety Act (OSA) and the EU's Digital Services Act (DSA). These laws impose vague and broad content moderation rules that have led to significant fines against American companies like X and are characterized as a 'Censorship Tariff'—a de facto tax on US tech. The discussion highlights that much of the targeted speech is criticism of controversial Mass Migration Policies. Rogers introduces and explains the 'Censorship Industrial Complex', a network of government agencies like the FBI, government-funded NGOs (e.g., the Center for Countering Digital Hate), and tech companies that collude to suppress disfavored viewpoints, often as a workaround to constitutional protections. This complex employs pernicious tactics like Debanking and Demonetization through intermediaries like PayPal, Stripe, and YouTube. The conversation contrasts the heavy-handed Censorship during the COVID-19 pandemic—where the Biden Administration pressured platforms to censor what later proved to be true information under the pretext of fighting 'Disinformation'—with the pro-free speech direction influ
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
All-In Podcast
1/22/2026
In a discussion moderated by Maria Bartiromo, David Sacks and Michael Kratsios analyze America's strategy in the global AI Race, primarily against China. David Sacks expresses confidence in the United States's position, citing the innovation from American Companies in Silicon Valley, which operates on a principle of Permissionless Innovation. However, both speakers highlight significant challenges, including the massive AI Infrastructure Buildout required for Data Centers and the associated Energy Challenges, which has turned the AI Race into a 'power race'. A key domestic issue is AI Regulation, with a debate between a chaotic Patchwork of state regulations and a proposed lightweight Federal AI Regulation. President Trump's administration is credited with setting a pro-innovation AI Action Plan and pushing back against what David Sacks calls Woke AI—politically biased models influenced by DEI principles, as seen in the rescinded Biden Executive Order on AI and exemplified by Google's Gemini controversy. The global US vs China AI Competition is fierce across the stack, from Chips (where the US leads) to AI Models. China holds advantages in energy production and public AI Optimism, and is promoting national champions like Huawei while blocking competitors like Nvidia. The US response includes the American AI Export Program to increase global Market Share of its technology. Michael Kratsios emphasizes the transformative potential of AI for
Satya Nadella on AI’s Business Revolution: What Happens to SaaS, OpenAI, and Microsoft?
All-In Podcast
1/21/2026
In an impromptu fireside chat at Davos, Jason Calacanis and David Sacks host Microsoft CEO Satya Nadella to discuss the business revolution driven by artificial intelligence. Nadella outlines his vision for the evolution of AI copilots and agents, moving beyond simple chat to autonomous agents that act as 'infinite minds' for knowledge workers. He explains how Microsoft has achieved significant revenue and profit growth with a flat headcount by embracing Organizational Change in Knowledge Work, using its subsidiary LinkedIn as an example of combining roles to increase velocity, a trend also seen at Alphabet and Meta. The conversation highlights the intense AI competition from companies like Elon Musk's xAI, Google, OpenAI, and Anthropic. Nadella emphasizes a Platform strategy, referencing ideas from Bill Gates and Peter Thiel, focused on the global Diffusion of technology for the American tech stack. He believes success is measured not just by market share but by the economic value created by the surrounding ecosystem, citing historical partnerships with Intel and SAP. Discussing the controversial OpenAI deal with Sam Altman, Nadella explains Microsoft's AI stack, which includes building 'token factories' on Azure and an app server. He predicts the LLM commoditization, comparing Foundation Models like LLMs to the database market, and expresses bullishness on a future with a mix of proprietary and Open-source AI models. Nadella is also committed
Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
All-In Podcast
1/16/2026
The All-In Podcast hosts, Jason Calacanis, David Sacks, Chamath Palihapitiya, and David Friedberg, kick off by announcing their participation at Davos, where they will host interviews at the USA House, an event also featuring a talk by Donald Trump. The discussion pivots to geopolitics, with David Friedberg analyzing the Anti-regime protests in Iran against Ali Khamenei's regime. This situation is framed as a modern example of Information warfare, with technologies like Starlink countering state censorship, while the crisis is exacerbated by economic Sanctions on Iran from the United States. On the domestic front, the hosts discuss Microsoft's recent decision, influenced by public pressure from Donald Trump, for President Brad Smith to announce that their AI Data Centers will pay for their full energy and grid upgrade costs. This leads to a broader conversation about energy solutions, with Chamath Palihapitiya proposing that hyperscalers fund residential Solar and storage systems. In the AI hardware sector, a major development is OpenAI, led by CEO Sam Altman, striking a $10B deal with Cerebras, a company founded by Andrew Feldman that competes with firms like Grock, for their specialized AI Inference chips. A significant portion of the episode is dedicated to the proposed California Wealth Tax. The hosts, particularly David Sacks, vehemently oppose the measure, labeling it an Asset seizure tax that threatens Private property rights. The initiative is back
Supercharging A New FDA: Marty Makary on Science, Power & Patients
All-In Podcast
1/15/2026
In an extensive interview with David Friedberg, FDA Commissioner Marty Makary details the ambitious agenda of FDA Reforms under the Donald Trump Administration. A core focus is accelerating the Drug Approval Process to shorten Clinical Trial Timelines and enhance the United States' competitiveness in the US-China Biotech Competition. Key strategies include reducing the default for Pivotal Trials from two to one, replacing animal studies with Computational Modeling and Organ on a chip technology, and adopting Bayesian Statistics for real-time data analysis. Makary envisions a future of Continuous Trials and is enhancing Post-market Surveillance with AI. He also reaffirms his strong support for the Right to Try law. The reforms extend to public health guidance. Makary criticizes the field of Nutrition Science for creating a 'failed' Food Pyramid and shifts the focus from fats to the dangers of Refined Carbohydrates, which he links to the Obesity Epidemic and widespread Insulin Resistance. The rise of GLP-1s is discussed as a therapeutic response. In another move to rebuild public trust, the administration has revised the national Vaccine Schedule, creating a prioritized list of Core Essential Vaccines that stands apart from broader CDC recommendations. Lowering Drug Prices is a top priority for President Donald Trump. Makary outlines a multi-pronged strategy including Most Favored Nation Status Pricing, accelerating the approval of Biosimilars to create co
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
All-In Podcast
1/14/2026
At a vibrant CES 2026 panel hosted by Jason Calacanis, Bob Sternfels of McKinsey and Hemant Taneja of General Catalyst declared that the ongoing AI Transformation will dwarf all prior tech revolutions. They highlighted the unprecedented Pace of Innovation since the launch of ChatGPT, which has led to a significant Value Creation Compression in the startup world. Taneja used his firm's investment in Anthropic as a prime example, contrasting its explosive growth against competitor OpenAI and the longer trajectory of past successes like Stripe. This new reality has spurred a novel Venture Capital Strategy at General Catalyst, which now acquires incumbent businesses—such as a health system in Ohio—to create real-world testbeds for its portfolio companies, accelerating Incumbent Transformation. From the corporate perspective, Sternfels detailed the challenges of Enterprise AI Adoption, particularly the internal CFO vs CIO Dilemma where leaders are torn between proving ROI and the existential threat of being disrupted. He revealed that McKinsey is navigating its own Workforce Transformation by deploying AI Agents at scale, aiming for a one-to-one ratio with human employees. This shift is causing a severe Job Market Disruption, exposing a Broken Education System ill-equipped for the future. The panel advocated for a new paradigm of Lifelong Learning that prioritizes uniquely human skills such as Creativity, Leadership, and Resilience. The discussion then pivoted to Phy
Adam Carolla on California’s Collapse: Fires, Failed Leadership, and Gyno-Fascism
All-In Podcast
1/12/2026
In an interview on the All-In Podcast with David Friedberg, comedian Adam Carolla discusses the collapse of California, using the one-year anniversary of the Palisades Fire and the failed Rebuilding Efforts in Los Angeles and Malibu as a prime example. He attributes the state's problems to failed leadership from figures like Mayor Karen Bass and Governor Gavin Newsom, and a culture of 'Gyno-fascism'—an excessive Safety Culture driven by women in power that prioritizes process over results, leading to crippling Red Tape from bodies like the Coastal Commission. He uses the societal response to COVID as a key example of this damaging culture in action. Carolla also critiques the rise of DEI ideology, which he argues has destroyed Meritocracy in industries like Hollywood, citing Kamala Harris as a 'DEI hire'. He further laments pervasive Media bias from outlets like the LA Times and New York Times. Carolla predicts a national self-segregation into 'Two Americas', metaphorically described as failing 'Safe spaces and octagons', with people fleeing to states like Florida and Texas. He also touches on how the political class will likely target Big Tech and AI as the next 'boogeyman' leading up to the 2028 Election. He endorses business-minded outsiders like Rick Caruso, Larry Elder, or Steve Hilton to fix the state. The discussion also covers the rise of Socialism, the Hard times make strong men (adage), and the concept of 'Luxury beliefs', wit