Episodes
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
All-In's 2026 Predictions
All-In Podcast
1/9/2026
In their 2026 predictions episode, the All-In Podcast hosts, Jason Calacanis, Chamath Palihapitiya, David Friedberg, and David Sacks, cover a wide range of political, business, and technological forecasts. The discussion kicks off with David Sacks's recent move to Austin, Texas, framing a broader conversation about the controversial California Wealth Tax which is causing a capital flight from California, with notable figures like Larry Page and Sergey Brin of Google reportedly leaving. This tax proposal, promoted by figures like Ro Khanna and the SEIU, includes a punitive Super Voting Stock provision, prompting concern from Governor Gavin Newsom's administration. Politically, winners are predicted to be the Democratic Socialists of America (DSA) and politicians like Zohran Mamdani, while losers include Democratic Centrism and the Tech Industry, which is expected to become a populist target over issues like Censorship. A potential Trump Boom under Donald Trump is forecast, with predictions of 5-6% GDP Growth and a resurgent IPO market. Foreign policy may see the Monroe Doctrine replaced by a new Trump doctrine, rejecting Neocon Regime Change, and a potential Russia-Ukraine War Settlement is anticipated. In business, big winners are forecast to be Huawei, the prediction market platform Poly Market, the raw material Copper, and Amazon through its aggressive use of Robots. Conversely, the Software industrial complex is expected to be a major lo
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
All-In Podcast
1/8/2026
In an interview on the All-In Podcast with Chamath Palihapitiya, US Secretary of Commerce Howard Lutnick provides a detailed overview of the economic strategy of the Trump Administration, which he predicts could achieve 5-6% GDP Growth by 2026. The central pillar of this strategy is the strategic use of country-specific Tariffs to correct the long-standing US Trade Deficit, a policy driven by Donald Trump's view that the United States of America was being 'ripped off'. Lutnick highlights the innovative US-Japan Trade Deal, where Japan agreed to a $550 billion investment fund in exchange for tariff adjustments. This proactive stance is contrasted with China's economic strategy of state-subsidized dumping. The administration employs a Staircase Deal Model for negotiations, rewarding early partners like the UK with the best terms, which caused India under Modi to miss its chance. Similar successful deals were made with Korea and Europe. The administration is also focused on Reshoring Manufacturing for critical technologies. Lutnick details a revamp of the CHIPS Act, transforming it from a grant program into a tool of leverage. For instance, contractual DEI (Diversity, Equity, and Inclusion) requirements were used to compel TSMC to increase its investment in Arizona from $60 billion to over $165 billion. For Intel, the government took an equity stake instead of providing a simple handout. The Department of Commerce also oversees complex Export controls through its Bureau o
Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
All-In Podcast
12/31/2025
The All-In Podcast features an extensive interview with 23-year-old investigative journalist Nick Shirley, who discusses his viral YouTube report on the massive Minnesota Daycare Fraud. This multi-billion dollar Entitlement Fraud involves exploiting the CCAP (Minnesota Child Care Assistance Program) and is linked heavily to the Somali community in Minnesota. The conversation explores the possibility that this is not just isolated crime, but part of a systemic Patronage System involving Political Corruption, where politicians like Minnesota Governor Tim Walz and the Minnesota State Government allegedly turn a blind eye in exchange for votes. The most explosive allegation is the potential for Terrorism Funding, with funds possibly being funneled to the terrorist group al-Shabaab. The discussion then broadens to a critique of widespread Government Waste in the US, citing California as another major example with its Homeless Industrial Complex. This leads to an analysis of the proposed California Billionaire Tax Act, which the hosts condemn as a form of Asset Seizure that threatens Private Property Rights. They argue that such populist measures gain traction due to failures like the lack of Universal Healthcare. The hosts believe these revelations vindicate figures like Elon Musk, who have long warned of such fraud, and predict that the Bond Market will eventually force a reckoning upon fiscally irresponsible states like California. In the final segment, Chamath Palihapitiya celebrates a vic
All-In x Kill Tony: A Hilarious Holiday Special
All-In Podcast
12/24/2025
In a hilarious holiday special, the All-In Podcast hosts a live event in San Francisco featuring special guest Tony Hinchcliffe, the creator of the wildly successful comedy show Kill Tony. The evening kicks off with Hinchcliffe delivering a blistering roast of the hosts—Jason Calacanis, David Sacks, and David Friedberg—and the absent Chamath Palihapitiya, while also mercilessly mocking the city of San Francisco. The subsequent interview delves into Hinchcliffe's story of Entrepreneurship and Grit, tracing the origins of Kill Tony from open mics at The Comedy Store in Los Angeles to its current status as a phenomenon based in Austin, Texas. He discusses his controversial performance at a Donald Trump rally at MSG (Madison Square Garden) and champions Comedy as the ultimate test of Free Speech. Hinchcliffe also details his challenges with Censorship on YouTube, contrasting the platform's restrictive policies with the creative freedom offered by Netflix and its CEO Ted Sarandos, and credits Elon Musk with shifting the conversation on free speech by acquiring Twitter. A highlight of the night is when the All-In hosts play a game of Kill Tony, engaging in pointed Roasting of one another. The special culminates with the 2025 Bestie Awards. Alphabet is named biggest business winner for its dominance in AI (Artificial Intelligence), while Apple and Warner Bros Discovery are named losers. The consensus CEO of the year is Jensen Huang of Nvidia, with A
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
All-In Podcast
12/22/2025
In a comprehensive interview on the All-In Podcast, Treasury Secretary Scott Bessent outlines the Trump Administration's economic strategy, positioning 2025 as a year of 'setting the table' for a prosperous 2026. Bessent champions the administration's aggressive use of Tariffs as a vital tool for National Security, detailing how they brought Mexico to the table on fentanyl and countered China's dominance in rare earths. He refutes claims that Tariffs cause inflation, citing a San Francisco Fed study to argue they are disinflationary. Addressing the disconnect between a booming Wall Street and a struggling Main Street, Bessent blames the high Inflation and price levels on the 'mess' inherited from the Biden Administration and its massive deficit spending, a claim he supports with a study from MIT. A significant portion of the discussion is a deep critique of The Fed, which he argues, since the Great Financial Crisis (GFC), has become the 'engine of inequality' through its prolonged use of Quantitative Easing (QE). This policy, initiated by former chair Ben Bernanke, created a 15-year Asset Bubble and a two-tiered economy, a thesis Bessent notes is supported by author Karen Petrou. He discusses the search for new leadership, reviewing Fed Chair Candidates like Kevin Hasset, Chris Waller, and Rick Reed, all of whom favor a less interventionist Fed, more akin to the era of Alan Greenspan. Looking forward, Bessent details the administration's industrial policy, a form of State C