All-In Podcast

(0:00) 好兄弟开场 (2:58) 大美丽法案：参议院修订，AI监管暂停条款被删除 (14:10) 清洁能源补贴逐步取消：这对美国能源生产意味着什么 (25:12) 埃隆/特朗普；大美丽法案后的美国财政状况 (43:26) 2025年美元贬值超10% (53:51) 哈佛的财务困境：与特朗普对抗中每年亏损10亿美元，债券发行可能面临调查 (1:09:13) Figma上市，Grammarly收购Superhuman，AI时代SaaS的未来 获取好兄弟All-In龙舌兰酒： https://tequila.allin.com 加入我们的All-In峰会： https://allin.com/summit 关注好兄弟： https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注X平台： https://x.com/theallinpod 关注Instagram： https://www.instagram.com/theallinpod 关注TikTok： https://www.tiktok.com/@theallinpod 关注LinkedIn： https://www.linkedin.com/company/allinpod 开场音乐鸣谢： https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频鸣谢： https://x.com/TheZachEffect 节目中提及的内容： https://x.com/chamath/status/1939049133362319363 https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH https://x.com/Jason/status/1940546432190369871 https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981 https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01 https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/ https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech https://x.com/chamath/status/1927373268828266795 https://x.com/elonmusk/status/1939762942851027127 https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02 https://x.com/RayDalio/status/1940507002037240242 https://x.com/balajis/status/1940094433699234181 https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8 https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders https://x.com/cremieuxrecueil/status/1937644999790985324 https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01 https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025 https://polymarket.com/event/fed-decision-in-september?tid=1751571922163 #allin #科技 #新闻

(0:00) 好兄弟开场：核心四人组回归！ (1:38) 推出All-In龙舌兰酒！ (7:01) 美国谈判停火：这对地区未来意味着什么 (29:48) 市场如何消化中东过去几周的事件，能源独立的关键作用 (39:58) 民主社会主义者佐赫兰·马姆达尼在纽约市长民主党初选中击败安德鲁·科莫 (1:06:02) 科学角落：中国干细胞驱动的衰老逆转研究 (1:18:09) 市场在巨大反弹后创历史新高：看涨与看跌观点；下一任美联储主席？ (1:32:49) Anthropic和Meta获得有利裁决 获取All-In龙舌兰酒： https://tequila.allin.com 加入我们的All-In峰会： https://allin.com/summit 关注好兄弟们： https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 在X上关注： https://x.com/theallinpod 在Instagram上关注： https://www.instagram.com/theallinpod 在TikTok上关注： https://www.tiktok.com/@theallinpod 在LinkedIn上关注： https://www.linkedin.com/company/allinpod 开场音乐来源： https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频来源： https://x.com/TheZachEffect 节目中提及的内容： https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665 https://x.com/whitehouse/status/1938053287535616085 https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html https://x.com/DavidSacks/status/1936973199734079907 https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio https://x.com/BillClinton/status/1937937455065293017 https://x.com/chuckschumer/status/1937890929689420209 https://www.cnn.com/2025/06/25/investing/stock-market-record-dow https://fred.stlouisfed.org/series/M2SL https://fred.stlouisfed.org/series/MMMFFAQ027S https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department https://polymarket.com/event/fed-decision-in-september?tid=1751083141866 https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295 https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114 https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25 #allin #科技 #新闻

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

(0:00) Bestie intros! (0:11) Ken Griffin's AI bubble warning (8:19) Palo Alto Networks CEO Nikesh Arora joins (14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead (44:17) France on the brink: Riots, immigration referendum, debt crisis (1:31:49) Trump's second half strategy, Press Secretary J-Cal? Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now https://x.com/chamath/status/2112757725369348417 https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718 https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security https://x.com/eastdakota/status/2113079352682570051 https://x.com/nsacyber/status/2112903220209098897 https://abliteration.ai https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21 https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd https://x.com/visegrad24/status/2111542897598455888 https://polymarket.com/event/france-declares-state-of-emergency-byptptpt https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt #allin #tech #news

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing’s Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI Regulation and the Global AI Arms Race (30:32) Vertical Integration and Software Consolidation Follow Nikesh: https://x.com/nikesharora Follow Arvind: https://x.com/ArvindKrishna Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. URL to use for any links: https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1 With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at conservationfund.org Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. URL to use for any links: https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1 With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at conservationfund.org Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

(0:00) Dylan Field joins the show: Figma’s origin story and mission (3:16) Adobe’s $20B deal blocked: inside the antitrust fight (12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the “SaaS apocalypse” (18:52) Creativity in the AI era: why taste and boldness win (36:02) Human agency, AI’s promise, and what comes next Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org Follow Dylan: https://x.com/zoink Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

(0:00) Ben Horowitz fills in for Friedberg! (2:18) CoreWeave's debt selloff: did the AI bubble just pop? (31:14) AI's deflationary impact: decompiled software (45:44) Anthropic's investor day gets mixed reactions (1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices (1:22:19) Understanding Bill Gates the Doomer Follow Ben: https://x.com/bhorowitz Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/chamath/status/2110128893680378299 https://www.google.com/finance/quote/CRWV:NASDAQ https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips https://polymarket.com/event/coreweave-announces-bankruptcy-by https://x.com/FearedBuck/status/2109443893955567694 https://polymarket.com/event/ipos-before-2027 https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo https://www.anthropic.com/research/self-replicating-ai https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks https://x.com/DavidSacks/status/2109849209742450696 https://www.anthropic.com/research/distillation-defenses https://x.com/brian_armstrong/status/2109412046244913643

(0:00) Billy Evans joins Friedberg (3:38) How they met, Elizabeth the person vs the headlines, indictment (11:02) Life on trial, having a child, where she went wrong in fundraising (19:28) Understanding the verdict, sentencing, and the mistake of staying silent (26:09) Elizabeth calls from prison, her life in jail (31:34) Why they did the documentary with Nathan Fielder (35:47) The road home, restitution math, why his new company is not Theranos 2.0 Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We’ll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

(0:00) Martin Shkreli joins the Besties! (0:55) Why quantum computing is a one-trick business and why he’s betting against it (7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma (11:37) AI, drug discovery, and who actually wins (21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We’ll handle the rest. http://www.ey.com Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/ Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

(0:00) Bestie intros! (2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare (38:28) OpenAI's math breakthroughs and community backlash (1:02:03) Riots in France, Friedberg's socialism metric, bond market (1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless? Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2026/09/29/us/anthropic-claude-morals-ai.html https://www.anthropic.com/constitution https://x.com/andrewcurran_/status/2108244808494154089 https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800 https://www.lesswrong.com/users/eliezer_yudkowsky https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640 https://en.wikipedia.org/wiki/Roko%27s_basilisk https://www.nytimes.com/2026/10/06/science/openai-math-problems.html https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/ https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents https://scottaaronson.blog/?p=10169 https://x.com/imjustnewatai/status/2107601711032373333 https://x.com/skdh/status/2107848423726555204 https://x.com/friedberg/status/2107856770609844491 https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273 https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html https://www.nytimes.com/2026/10/08/business/france-bond-yields.html https://x.com/LucAuffret/status/2108217923101683737 https://polymarket.com/event/next-french-presidential-election https://polymarket.com/event/another-fed-rate-hike-in-2026 https://x.com/nikitabier/status/2108262529571144176 #allin #tech #news

Show Notes: Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: #allin #tech #news

Thanks to our partners! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. http://CreativePlanning.com/AllIn Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at http://northwestregisteredagent.com/ALLINFREE Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

(0:00) Bestie intros! (2:01) Trump’s Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging (45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more (1:00:24) Midterm predictions, 2028 look ahead (1:09:28) Media coverage of attempted terrorist hijacking Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/WhiteHouse/status/2105292669303791687 https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30 https://www.atlantafed.org/research-and-data/data/gdpnow https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH-4925362 https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30 https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel https://polymarket.com/predictions/midterms https://x.com/OliaOnX/status/2105333178814832963 https://x.com/NYTimesPR/status/2105328158379856153 #allin #tech #news

Thanks to our partners! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. http://CreativePlanning.com/AllIn Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at http://northwestregisteredagent.com/ALLINFREE Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news