All-In with Chamath, Jason, Sacks & Friedberg

Stablecoins, AI Security, eVTOLs, and AI Compute Infrastructure Drive Innovation

Stablecoins will form the financial backbone of the internet, enabling programmable money and frictionless global transactions. AI, meanwhile, is democratizing cyber threats, demanding AI-driven defenses.

Trump Administration Leverages AI and Convening Power for Healthcare Reform

AI and decisive leadership are revolutionizing healthcare, lowering drug prices and combating fraud to create a more efficient, accessible system for all Americans.

Crypto Integration Accelerates Amidst Shifting Political Landscape

AI agents will leverage stablecoins for transactions, bridging AI payments with traditional finance, while wafer-scale engines unlock AI's true potential beyond current compute limits.

US AI Strategy: Foster Innovation, Build Infrastructure, Export Technology

The US leads the AI race through innovation and infrastructure, but risks losing ground to competitors via over-regulation and fragmented state rules.

Censorship Industrial Complex Threatens Global Free Speech And US Companies

A "Censorship Industrial Complex" leverages foreign regulations and financial pressure to suppress speech legal in the US, creating a global "censorship tariff" and threatening free expression.

AI Reshapes Knowledge Work Through Macro Delegation and Micro Steering

AI agents enable "macro delegation and micro steering," fundamentally reshaping knowledge work and productivity by allowing individuals to manage numerous AI assistants for complex tasks.

Geopolitical Instability, AI Energy Demand, and Silicon Renaissance

Iran's economic hardship fuels potential regime change, destabilizing the Middle East. AI's energy demands spur tech giants to invest in local power solutions, shaping future infrastructure.

FDA Transformation Accelerates Drug Approvals and US Biopharma Competitiveness

Accelerate drug approvals by reducing trials and streamlining FDA processes, saving millions and boosting US biotech competitiveness.

Overregulation and Safety Culture Hinder Rebuilding and Economic Dynamism

Excessive regulation and a safety-first culture paralyze rebuilding efforts and economic growth, creating costly bureaucratic hurdles that hinder progress and affordability.

2026 Predictions: Political Upheaval, Economic Boom, and AI's Impact

California's proposed wealth tax could trigger capital flight, halving state revenue and impacting social programs. This "seizure tax" forces a choice between individualism and collectivism, reshaping the political landscape.

Strategic Tariffs and Investment Drive U.S. GDP Growth

Tariffs rebalance trade deficits by incentivizing foreign investment, driving U.S. GDP growth, and strengthening domestic industries by demanding fair value and production.

AI Demands Organizational Speed Over Strategic Planning

Enterprises must prioritize organizational speed over strategic planning as AI accelerates value creation, forcing a workforce shift towards human judgment and creativity.

Systemic Fraud in Welfare Programs Erodes Trust and Prompts Radical Tax Proposals

Massive entitlement fraud, exceeding $9 billion in Minnesota, operates at an "industrial scale" by exploiting welfare programs, indicating systemic failures in oversight and enforcement.

Comedy, Free Speech, and Shifting Cultural Hubs

Comedians flee restrictive California for Austin, embracing unfiltered humor and "scorched earth" roasts to build uncancellable platforms.

Strategic Economic Policy: Deficit Reduction, Trade, and Fed Recalibration

Tariffs rebalance trade and boost national security, while Fed policies are recalibrated to curb inequality and foster Main Street growth.

AI Optimism Gap and Economic Imperative Versus Moratoriums

AI drives job growth and GDP, yet public fear, fueled by misinformation, risks ceding global leadership to China.

Media Consolidation, Identity Politics, and AI Risks

Media consolidation prioritizes past performance over future innovation, as user-generated content on platforms like TikTok diminishes traditional IP value.

OpenAI's "Code Red" Signals Intense AI Competition and Market Fragmentation

OpenAI's "Code Red" reveals AI market chaos: competition erodes market share, free services undermine subscriptions, and early dominance guarantees nothing.

Molly Bloom: Building Trust in High-Stakes Poker

Molly Bloom reveals how she built an empire running exclusive poker games, navigating power, risk, and the psychology of high rollers to achieve unparalleled success.

Epstein Files: Trump Unscathed, Larry Summers' Dating Advice Revealed

Tether's stablecoin fuels global financial inclusion, Google's Gemini 3 challenges Nvidia's AI chip dominance, and mastering fear is key to high-stakes success.

Burry's AI Short: Depreciation Tricks or Smart Accounting?

Michael Burry's AI short thesis crumbles as hosts dissect accounting nuances, Palantir's unique valuation, and the housing crisis, plus solar storms and "the great confiscation."

AI Infrastructure Needs: Beyond Bailouts to Collaboration

Infinite Distribution Unlocks Creator Wealth and Live Experiences

Saudi Arabia's Bold Leap Towards AI Superpower Status

Wrestling's Charisma Advantage: Adaptable Superstars Conquer Any Arena