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LIVE from Paris: Former Intel CEO on What Went Wrong + What's Next, Lovable CEO on the Future of Vibe Coding @jason sits down with Pat Gelsinger and Anton Osika (0:00) Former $INTC CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade... Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs --------------------------- Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Plaud - If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X) And a special thank you to RAISE Summit for hosting us in Parisshow more

The All-In Podcast

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224,334 views • 2 months ago •via X (Twitter)

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11 Comments

Anaximander2 months ago

Pat’s “3 weeks of energy reserves” conflates two things. Natural gas — ~47% of Taiwan’s grid — runs out in about 10 days. Coal lasts ~7 weeks, oil ~20. The grid degrades fast; the island doesn’t go dark on day 21. But the real sleight of hand is the conclusion. A blockade that browns out Taiwan’s fabs cuts off the global supply including China’s own economy and Intel Foundry’s customers. CSIS wargamed 26 blockade scenarios: high casualties in all of them, high escalation risk. “No shot fired” is the one outcome their models don’t support. And the fix doesn’t fix it: the system that runs the fabs is Taiwanese in Arizona too. Onshoring the building doesn’t onshore the organization. Every scenario he paints ends at the same door: fund my legacy.

San Leandro Report2 months ago

@Jason @PGelsinger @antonosika It feels like @theallinpod is being conflated with @twistartups - if folks wanted to see @Jason trying to he a journalist, they’d go to his original gig but mixing this with @theallinpod is just weird 🤷 get back to the basics - stick to the weekly four having a good convo!

Fahad2 months ago

@Jason @PGelsinger @antonosika I couldn’t comment on dumbass @Jason feed coz he restricted it again but I just wanna say FUCK YOU DUMBASS. GO FUCK YOURSELF

Lisa LaBelle2 months ago

@Jason @PGelsinger @antonosika Great interview!

Ankur Misra2 months ago

Two beats that stuck: Pat: intelligence per token wants to go near-infinite — but energy and metal still bound the dream. Anton: after you can vibe-build the product, the next gap is the partner that keeps working while you sleep. That’s the desk I’m shipping — local agents on hardware you own, not another chat tab. CurXor on MS-S1.

Gray Heron2 months ago

@Jason @PGelsinger @antonosika Intel will be an evergreen case study of tech history. Intel’s story is not simply that it missed the iPhone, GPUs or the foundry market. It is a story about technical leadership, capital allocation and institutional patience.

G 💙🧡2 months ago

@Jason @PGelsinger @antonosika @antonosika your so Swedish and I respect that. (I’m too) Americans can’t comprehend. Just chill. Humble. Funky Americans y’all think…

Clips by Clipit2 months ago

@Jason @PGelsinger @antonosika

Aussie SUPPORT Trump2 months ago

@Jason @PGelsinger @antonosika jcal is a leftard joke

Southern Cowgirl 💕2 months ago

@Jason @PGelsinger @antonosika Get rid of @chamath He didn’t earn is wealth honestly. His wealth came from a ponzi scheme

Clips by Clipit2 months ago

@Jason @PGelsinger @antonosika

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Former Intel CEO: China Could Cripple Taiwan in 3 Weeks, Without Invading, and Trigger a Second Great Depression Former Intel CEO Pat Gelsinger: “Now let's make it ugly for a second. The island of Taiwan has less than three weeks of energy reserves.” @jason: “Wow.” Pat Gelsinger: “That should just put a chill in everybody's spine, because after three weeks the island browns out. When you turn off a fab, it doesn't come back on for 90 days. The economic impact of a brownout of Taiwan is greater than the Great Depression. (China doesn’t) need to do anything, a shot to be fired, (they) just need to say, ‘Great, no energy for three weeks.’ No LNG, right? That's how the island runs. That is scary. Let's remind each other that I think China has blockaded the Taiwan Straits seven times over the last four years. This isn't a theory. Their intentions have been clear over a sustained period of time. We need more resilient supply chains.” ------------------------------ Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)

Former Intel CEO: China Could Cripple Taiwan in 3 Weeks, Without Invading, and Trigger a Second Great Depression Former Intel CEO Pat Gelsinger: “Now let's make it ugly for a second. The island of Taiwan has less than three weeks of energy reserves.” @jason: “Wow.” Pat Gelsinger: “That should just put a chill in everybody's spine, because after three weeks the island browns out. When you turn off a fab, it doesn't come back on for 90 days. The economic impact of a brownout of Taiwan is greater than the Great Depression. (China doesn’t) need to do anything, a shot to be fired, (they) just need to say, ‘Great, no energy for three weeks.’ No LNG, right? That's how the island runs. That is scary. Let's remind each other that I think China has blockaded the Taiwan Straits seven times over the last four years. This isn't a theory. Their intentions have been clear over a sustained period of time. We need more resilient supply chains.” ------------------------------ Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)

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Former Intel CEO explains what broke the company: We let the bean counters push out the technologists @jason: “You spent a long time at Intel, 34 years. Probably one of the greatest American companies ever, and then absolutely went off the rails. What were the mistakes?” Pat Gelsinger: “I remember when I joined the executive staff for the first time, probably 15 of the 20 people that were in the room were PhDs. It was just that technical. One of the things that went off the rails was when it started to be run by business people, as opposed to technical people.” Jason: “The bean counters, the finance people.” Pat Gelsinger: “Yeah. In the 5-6 years before I came back, Intel gave $100 billion to shareholders (in dividends and buybacks). What I wouldn't have done for another $100 billion. (Intel) hadn't built a new factory in a decade when I got there. It's like, how can you not be building? How could you not buy EUV machines? There's just all of these things that you would only do as a technologist because the economics behind them by themselves were not good. If you look at the great technology companies today, they're deeply technical… And when you're making these hardcore technical decisions that affect billions of dollars, you don't do that through a spreadsheet.” --------------------------- Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)

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🚨 The Robot Episode @jason sits down with FOUR leaders in robotics to discuss the future of the industry, the $1/hour robo-worker, China's threat, robo-dog vs humanoid, and why this time is different: - Dr. Péter Fankhauser of ANYbotics - Bernt Børnich of 1X - Amanda McMaster of Boston Dynamics - Jonathan Hurst of Agility (0:00) Intro: Humanoids, Robots, & AI+ (0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids (13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky": Inside the Terminator Debate (15:01) NEO’s Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform (22:18) Bernt Børnich: Robots Building Robots in Just 3 Years: “Hard Takeoff” (33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth, Atlas is the Most Capable (42:36) Amanda McMaster: Chinese Robotics Security Risks (47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts (58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor? --------------------------------------- Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)

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Robotics Expert on How Robots Learn: At First Much Slower Than Humans, Then Infinitely Scalable Agility Jonathan Hurst: “I don't believe that there's a singularity. I do believe that things are going to get better and better. Think of it more like a snowball picking up steam going down a hill. But the reason that it's snowballing like this is because people are putting money, and resources, and engineering time, and engineering effort in as they explore everything and start to figure all of this stuff out. Humans, for example, we've evolved to learn. We are very good at learning, and it takes very little data to show us how to do something, and then we practice and practice, iterate. Robots are not very good at learning yet. Robots take so much more data and so many more examples than a person. We're still figuring out how to teach robots how to learn. But one of the benefits that robots have in the long run is they have Wi-Fi. When you learn how to play the violin, you can't just load that to somebody else and then they know how to play the violin based on your learnings. Robots will be able to do that. @jason: “One robot learns to play violin, all robots know how to play a violin.” Jonathan Hurst: “Or all robots of that type know how to play the violin, right? And then minor variations for the next type and the next piece of hardware.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 10% off! Which is also available on Amazon: (Code: ALLIN10X)

Robotics Expert on How Robots Learn: At First Much Slower Than Humans, Then Infinitely Scalable Agility Jonathan Hurst: “I don't believe that there's a singularity. I do believe that things are going to get better and better. Think of it more like a snowball picking up steam going down a hill. But the reason that it's snowballing like this is because people are putting money, and resources, and engineering time, and engineering effort in as they explore everything and start to figure all of this stuff out. Humans, for example, we've evolved to learn. We are very good at learning, and it takes very little data to show us how to do something, and then we practice and practice, iterate. Robots are not very good at learning yet. Robots take so much more data and so many more examples than a person. We're still figuring out how to teach robots how to learn. But one of the benefits that robots have in the long run is they have Wi-Fi. When you learn how to play the violin, you can't just load that to somebody else and then they know how to play the violin based on your learnings. Robots will be able to do that. @jason: “One robot learns to play violin, all robots know how to play a violin.” Jonathan Hurst: “Or all robots of that type know how to play the violin, right? And then minor variations for the next type and the next piece of hardware.” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads. 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Now open to everyone. Sign up at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 10% off! Which is also available on Amazon: (Code: ALLIN10X)

The All-In Podcast

70,595 views • 1 month ago

Nate Silver Explains How The Democratic Party Has Split Into Three Warring Factions 1) “The Progressive Left” - Zohran, AOC, Bernie, the DSA, this group is the furthest left 2) “The Abundance Libs” - Ezra Klein, Derek Thompson, this group is the most centrist 3) “The Resistance Libs” - Newsom, Biden, Kamala, this group sits between progressives and abundance libs “One is ‘The Left.’ The avatars might be Zohran, AOC, Bernie Sanders. On the other side, there are ‘The Abundance Libs’ kind of named after Ezra Klein, right? They are more pro-free market. They sometimes deny that they're centrist. I think they are pretty centrist. They are the ones who are very concerned with California as a case study of poor governance. In the middle you have what I call ‘The Resistance Lib.’ They're the ones who say they are really fed up with the Democratic establishment, but are still often very partisan and often cheerleading for the blue team. They're the ones who thought that Joe Biden was railroaded out of the 2024 race, for example. They're really Gavin Newsom's constituency. Why is Gavin Newsom going out of his way to support and endorse the Bidens, when Biden, even among Democrats, is not all that popular anymore? Everyone else wants to move on. Well, it's because it's a signal to the resistance libs that, like, ‘I have your back. I'm a fighter. The reason why we didn't win in 2024 was because the media was unfair to Biden and/or because Kamala Harris was a Black woman. So pick a white guy who will fight for you and tweet in all caps.’” Nate Silver --------------------------------------- Thanks to our partners for making this possible! Starting a business? Northwest Registered Agent LLC gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)

Nate Silver Explains How The Democratic Party Has Split Into Three Warring Factions 1) “The Progressive Left” - Zohran, AOC, Bernie, the DSA, this group is the furthest left 2) “The Abundance Libs” - Ezra Klein, Derek Thompson, this group is the most centrist 3) “The Resistance Libs” - Newsom, Biden, Kamala, this group sits between progressives and abundance libs “One is ‘The Left.’ The avatars might be Zohran, AOC, Bernie Sanders. On the other side, there are ‘The Abundance Libs’ kind of named after Ezra Klein, right? They are more pro-free market. They sometimes deny that they're centrist. I think they are pretty centrist. They are the ones who are very concerned with California as a case study of poor governance. In the middle you have what I call ‘The Resistance Lib.’ They're the ones who say they are really fed up with the Democratic establishment, but are still often very partisan and often cheerleading for the blue team. They're the ones who thought that Joe Biden was railroaded out of the 2024 race, for example. They're really Gavin Newsom's constituency. Why is Gavin Newsom going out of his way to support and endorse the Bidens, when Biden, even among Democrats, is not all that popular anymore? Everyone else wants to move on. Well, it's because it's a signal to the resistance libs that, like, ‘I have your back. I'm a fighter. The reason why we didn't win in 2024 was because the media was unfair to Biden and/or because Kamala Harris was a Black woman. So pick a white guy who will fight for you and tweet in all caps.’” Nate Silver --------------------------------------- Thanks to our partners for making this possible! Starting a business? Northwest Registered Agent LLC gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X)

The All-In Podcast

86,756 views • 3 months ago

The Incredible Deal Behind Darth Vader’s AI Voice AI is making iconic characters immortal and giving creators a brand new revenue stream @jason: “The estate of James Earl Jones, before he passed, did a deal with $DIS and he said, ‘Listen, for my family, I would like to license the Darth Vader voice for all time to Disney.’ They gave him some incredible deal, and then they were left with, ‘Well, how do we actually do this? Do we get a voice impersonator?’ But instead they went to you.” ElevenLabs CEO Mati Staniszewski: “The big use case, a completely new experience, was in the gaming space where Fortnite launched Darth Vader, which people and players could interact with, live in partnership with the estate and in partnership with Disney. So every player, after reaching a certain stage, could have a Darth Vader interact and help you solve the missions. And we are seeing that kind of mode coming up more and more often of how you can effectively extend your likeness.” ------------------------------ Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit #OracleAIExperienceLive

The All-In Podcast

35,603 views • 2 months ago

Ray Dalio: “AI is eating everything… and it might eat itself.” Ray Dalio: “Right now it looks to me like AI basically is eating everything and it might eat itself.” “What I mean by that is not produce adequate profits.” “When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies, they think that they are betting on the technology when they buy the stocks in the companies.” “That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies.” “The norm is that a lot of companies won't survive at the start. Very small percentage, and they'll all fight and so on.” “But the technologies will go on and it'll be great. That has big implications.” ---------------------------------------------- Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Airwallex

Ray Dalio: “AI is eating everything… and it might eat itself.” Ray Dalio: “Right now it looks to me like AI basically is eating everything and it might eat itself.” “What I mean by that is not produce adequate profits.” “When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies, they think that they are betting on the technology when they buy the stocks in the companies.” “That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies.” “The norm is that a lot of companies won't survive at the start. Very small percentage, and they'll all fight and so on.” “But the technologies will go on and it'll be great. That has big implications.” ---------------------------------------------- Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Airwallex

The All-In Podcast

74,087 views • 7 months ago

Ray Dalio's Three Pillars of a Successful Nation 1) Education that fosters productivity and civility “You have to educate your children well so that they are capable of being productive. And also educate them in civility.” 2) An economic environment that is productive, competitive, and civil “Then, they have to come out to an environment that is orderly and civil, where people can compete and work with each other to be productive.” 3) No wars “You have to stay out of wars. No civil war and no international war.” “If you do those three things right, you will have a successful country. We're having problems with those.” Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

Ray Dalio's Three Pillars of a Successful Nation 1) Education that fosters productivity and civility “You have to educate your children well so that they are capable of being productive. And also educate them in civility.” 2) An economic environment that is productive, competitive, and civil “Then, they have to come out to an environment that is orderly and civil, where people can compete and work with each other to be productive.” 3) No wars “You have to stay out of wars. No civil war and no international war.” “If you do those three things right, you will have a successful country. We're having problems with those.” Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

The All-In Podcast

28,157 views • 7 months ago

🚨INTERVIEW: Legendary Harvard Professor Graham Allison joins Friedberg and Jason -- Strategy and endgame scenarios for the Iran War -- Netanyahu's influence and impact on democracy in Israel -- China and the Taiwan threat -- Nukes, Greenland, and global realignment -- Socialism in the US (0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran conflict: Strategy, Netanyahu’s influence, Trump’s motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel’s democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Importance, deal scenarios, EU socialism angle (48:58) Nuclear proliferation: 80-80-9 framework explained (56:20) Rising socialism in America: wealth inequality and political risk Thanks to our partner Airwallex! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

🚨INTERVIEW: Legendary Harvard Professor Graham Allison joins Friedberg and Jason -- Strategy and endgame scenarios for the Iran War -- Netanyahu's influence and impact on democracy in Israel -- China and the Taiwan threat -- Nukes, Greenland, and global realignment -- Socialism in the US (0:00) The Besties welcome legendary Harvard professor Graham Allison (1:14) Iran conflict: Strategy, Netanyahu’s influence, Trump’s motivation, redefining Middle East security (11:44) Iran endgame scenarios: Democracy, extremism, second-order effects (21:07) Israel: Is Netanyahu destroying Israel’s democracy? (24:28) China: Taiwan invasion, trade, and Trump's April meeting (39:50) Greenland: Importance, deal scenarios, EU socialism angle (48:58) Nuclear proliferation: 80-80-9 framework explained (56:20) Rising socialism in America: wealth inequality and political risk Thanks to our partner Airwallex! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

The All-In Podcast

107,784 views • 7 months ago

LIQUIDITY: Dan Loeb on the Lost Art of Short Selling, and Why Stock Picking is Back Daniel S. Loeb joins the Besties on stage in Napa! (0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: Dan Loeb on the Lost Art of Short Selling, and Why Stock Picking is Back Daniel S. Loeb joins the Besties on stage in Napa! (0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: Event-driven to quality and AI (16:01) The art of short selling (22:15) Criminal justice reform and the Ross Ulbricht pardon Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

233,577 views • 4 months ago

LIQUIDITY: Bill Maris on Broken VC Math and Google's Secret Weapon Against OpenAI and Anthropic (0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the coming AI price war (19:09) AI is at the "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: Bill Maris on Broken VC Math and Google's Secret Weapon Against OpenAI and Anthropic (0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on average (14:36) OpenAI's valuation problem and the coming AI price war (19:09) AI is at the "Atari Stage": what comes next? (25:23) VC's broken incentives and the future of deep tech Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

57,384 views • 4 months ago

LIQUIDITY: The IPO Comeback Panel Brad Gerstner, Andrew Feldman, and Will Marshall join @jason and Chamath Palihapitiya for a panel on the 2026 IPO market from a founder's perspective. (0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: The IPO Comeback Panel Brad Gerstner, Andrew Feldman, and Will Marshall join @jason and Chamath Palihapitiya for a panel on the 2026 IPO market from a founder's perspective. (0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for datacenters in space (19:28) Cerebras business breakdown, AI's impact on the silicon market (24:45) How Founder/CEOs think about liquidity on the road to going public Thanks to our partners for making this possible! EY (EY) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

89,138 views • 4 months ago

LIQUIDITY: Bill Ackman joins the Besties! -- Investment evolution: activist, long-term holdings -- Importance of business model quality in the AI era -- What the market is missing -- Building the next Berkshire (0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to your portfolio (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: Bill Ackman joins the Besties! -- Investment evolution: activist, long-term holdings -- Importance of business model quality in the AI era -- What the market is missing -- Building the next Berkshire (0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to your portfolio (7:50) Predicting market moves, the "rubber band effect" (16:00) Owning founder-led companies (19:30) Building the next Berkshire Hathaway Thanks to our partners for making this possible! EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

377,641 views • 4 months ago

LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals -- Copper as the next AI bottleneck -- Investing in the commodity supercycle -- Dollar debasement -- Blue collar boom, rebuilding American infrastructure (0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Thanks to our partners for making this possible! EY (EY) - Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals -- Copper as the next AI bottleneck -- Investing in the commodity supercycle -- Dollar debasement -- Blue collar boom, rebuilding American infrastructure (0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (8:18) Copper's Rise: The next 18 years need as much as the last 10,000 (12:00) Dollar Debasement: $140T in debt and why hard assets win (13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis (19:10) How to invest in the commodity supercycle Thanks to our partners for making this possible! EY (EY) - Liquidity, growth, and what’s next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

159,753 views • 4 months ago

LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A -- The $4T AI IPO Wave -- 2026's Unicorn Economy -- The 10X Paradox -- Unprecedented Liquidity (0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented scaling (15:33) Segmenting AI markets and future impact (18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A -- The $4T AI IPO Wave -- 2026's Unicorn Economy -- The 10X Paradox -- Unprecedented Liquidity (0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch monopoly and Starlink (10:38) The 10x Paradox: Why we're seeing unprecedented scaling (15:33) Segmenting AI markets and future impact (18:32) Bestie Q&A: Power Law in AI, future of VC, where revenue is coming from, liquidity explosion Thanks to our partners for making this possible! EY (EY) - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

212,673 views • 4 months ago

LIQUIDITY: Palo Alto Networks CEO Nikesh Arora Nikesh Arora joins The Besties: -- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks) -- Analytical SaaS is DEAD, infra software is undervalued -- M&A playbook -- Armchair CEO: Google first to $10T? (0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found 5-6 years worth of vulnerabilities in 6 weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY (EY) - AI ambition isn’t enough. Value Blueprints move organizations beyond pilots embedding measurable business value by design. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

LIQUIDITY: Palo Alto Networks CEO Nikesh Arora Nikesh Arora joins The Besties: -- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks) -- Analytical SaaS is DEAD, infra software is undervalued -- M&A playbook -- Armchair CEO: Google first to $10T? (0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found 5-6 years worth of vulnerabilities in 6 weeks (5:15) Are cyber defenders losing the race against AI attackers? (6:50) Analytical SaaS is dead, so what survives the AI wave? (14:06) If models become a utility, where will the money be made? (20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI (28:22) Palo Alto's M&A playbook and the path to $1 trillion Thanks to our partners for making this possible! EY (EY) - AI ambition isn’t enough. Value Blueprints move organizations beyond pilots embedding measurable business value by design. NYSE (NYSE 🏛) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Plaud (Plaud) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

The All-In Podcast

135,563 views • 4 months ago