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POD UP! 🚨 -- Epstein Files -- Is SaaS dead? Software stocks crash out -- Moltbook panic -- SpaceX-xAI merger -- Trump's Fed pick (0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as... show more

The All-In Podcast

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179,506 views • 6 months ago •via X (Twitter)

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POD UP! Core four is back 🚨 Big show: -- SpaceX-Cursor deal, using compute as leverage -- SaaS debt bomb coming to PE?, venture debt risk -- Software bloodbath, buy low potential? -- New Apple CEO: future of the company -- SPLC indictment, major allegations, out of control NGOs -- Science Corner returns! Colon cancer cause discovered? (0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people

POD UP! Core four is back 🚨 Big show: -- SpaceX-Cursor deal, using compute as leverage -- SaaS debt bomb coming to PE?, venture debt risk -- Software bloodbath, buy low potential? -- New Apple CEO: future of the company -- SPLC indictment, major allegations, out of control NGOs -- Science Corner returns! Colon cancer cause discovered? (0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people

The All-In Podcast

235,958 views • 4 months ago

POD UP! 🚨 Fifth Bestie Brad Gerstner (Brad Gerstner) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy

POD UP! 🚨 Fifth Bestie Brad Gerstner (Brad Gerstner) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy

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Epstein and the Guthrie kidnapping exploring if these two events are connected with TUPACABRA 0:00 Intro 2:56 Guthrie's husband's Clinton connected PR firm is in the Epstein files 9:50 Guthrie presses the Presdident to denounce Satanic Pedo Cabal theories 17:55 Rothschilds work for Guthrie's husband's PR firm 24:58 Epstein works for the Rothschilds 24:58 Guthrie interviews Epstein victims inlcudng Virginia Guffire 31:47 Savannah Guthrie's name comes up in Epstein files about interviewing witnesses 32:56 ABC didn't let journalist publish Epstein story 35:50 Ghislain Maxwell's nephew said he wanted to bang Natalie Portman, Jennifer love Hewitt, Denise Richards 44:27 Guthrie asks Bill Gates about Epstein relationship 47:00 Guthrie v Trump/Gates/Virginia Guffrie 54:39 Guthrie family plea video to kidnappers 59:29 Trump on Guthrie investigation 1:05:37 Ransom note 1:07:27 TMZ got the ransom letter and Harvey Levine is named in the files 1:11:50 Zuckerberg and Elon had dinner with Jeffrey Epstein in 2015 1:21:21 Epstein tried having dinner with Joe Rogan and Rogan refused

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Red Panda Koala

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POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list, Citrini's essay -- What's behind datacenter opposition -- State of the Union reactions -- SCOTUS strikes down tariffs, Trump's pivot ***This was recorded on Thursday, before the Anthropic/DoW fallout - we will cover it next week! (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots

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The All-In Podcast

174,902 views • 6 months ago

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212,916 views • 5 months ago

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673,684 views • 3 months ago

POD UP!🚨 Fifth Bestie Brad Gerstner Joins the Show! Brad fills in for Chamath Palihapitiya and the Besties discuss: -- Google's AI Shakeup: Brain Drain or Strategy? $GOOG -- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX -- Airtable Sells for a 90% Discount, Signs of SaaSpocalypse? $BSP -- US Data is Fueling Chinese AI (0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up

POD UP!🚨 Fifth Bestie Brad Gerstner Joins the Show! Brad fills in for Chamath Palihapitiya and the Besties discuss: -- Google's AI Shakeup: Brain Drain or Strategy? $GOOG -- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX -- Airtable Sells for a 90% Discount, Signs of SaaSpocalypse? $BSP -- US Data is Fueling Chinese AI (0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (45:44) All-In Summit Speaker Announcements! (48:01) Airtable sells for a 90% discount: SaaSpocalypse? (1:05:56) Chinese AI labs are buying US training data to catch up

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300,130 views • 23 days ago

Only someone who wrote speeches for Donald Trump in 2015, voted for him three times and lost friends defending him can fully understand how painful the current betrayal is. Uncle Buck explains. 0:00 Monologue 2:20 Why Did Buckley Support Trump So Early On? 13:14 John McCain Leading the Charge Against Big Tobacco 23:55 Obama’s Presidency and Buckley’s Speeches for Trump 41:17 Reminiscing About the Trump We Had in 2020 48:16 Trump's Hatred of WASPs and His 2016 Victory Party 1:02:44 Homosexuality in Politics, Caretaking, and Ben Shapiro 1:10:20 The Failures of Trump 1:26:01 When Support for Trump Became Dissent 1:32:37 Trump’s Failure to Stand Up for Americans 1:41:22 Trump’s Failure to Investigate Charlie Kirk’s Assassination 1:48:13 The Epstein Files, 9/11 Files, and JFK Files 1:50:52 Trump’s Betrayal of Marjorie Taylor Greene 2:00:09 Has This Been the Plan? Where Does This Go? 2:13:24 Does Buckley Feel Personally Threatened?

Only someone who wrote speeches for Donald Trump in 2015, voted for him three times and lost friends defending him can fully understand how painful the current betrayal is. Uncle Buck explains. 0:00 Monologue 2:20 Why Did Buckley Support Trump So Early On? 13:14 John McCain Leading the Charge Against Big Tobacco 23:55 Obama’s Presidency and Buckley’s Speeches for Trump 41:17 Reminiscing About the Trump We Had in 2020 48:16 Trump's Hatred of WASPs and His 2016 Victory Party 1:02:44 Homosexuality in Politics, Caretaking, and Ben Shapiro 1:10:20 The Failures of Trump 1:26:01 When Support for Trump Became Dissent 1:32:37 Trump’s Failure to Stand Up for Americans 1:41:22 Trump’s Failure to Investigate Charlie Kirk’s Assassination 1:48:13 The Epstein Files, 9/11 Files, and JFK Files 1:50:52 Trump’s Betrayal of Marjorie Taylor Greene 2:00:09 Has This Been the Plan? Where Does This Go? 2:13:24 Does Buckley Feel Personally Threatened?

Tucker Carlson

2,035,823 views • 4 months ago

ALL-IN POD IS LIVE! 🚨 Massive show Gavin Baker (Gavin Baker) subs in for Sacks to talk: -- Andrej Karpathy Joining Anthropic: Impact on the AI Race? -- SpaceX S-1 Breakdown: The $2T Case, Elon Web Services, Datacenters in Space -- Nvidia’s Big Beat and Shock Selloff -- Why America Has Turned on AI -- Trump Pulls AI Order -- Market Update: Inflation, Bond Crisis? -- Did the US-China Summit Flop? (0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Three major businesses and the case for $2T (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes?

ALL-IN POD IS LIVE! 🚨 Massive show Gavin Baker (Gavin Baker) subs in for Sacks to talk: -- Andrej Karpathy Joining Anthropic: Impact on the AI Race? -- SpaceX S-1 Breakdown: The $2T Case, Elon Web Services, Datacenters in Space -- Nvidia’s Big Beat and Shock Selloff -- Why America Has Turned on AI -- Trump Pulls AI Order -- Market Update: Inflation, Bond Crisis? -- Did the US-China Summit Flop? (0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Three major businesses and the case for $2T (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes?

The All-In Podcast

403,731 views • 3 months ago

LIVE POD! 🚨🚨 The Besties recorded LIVE at the new state-of-the-art poker studio in The Venetian Las Vegas Big shoutout to The Venetian Resort Las Vegas for taking care of the team! -- Epstein Files Fallout: Biggest remaining questions -- Nvidia's Performance and Risks for 2026 -- Michael Burry vs. Friedberg -- Google's Breakthrough: Gemini 3, TPUs -- Tether's Boom -- Mister_Keating talks poker strategy, thriving in chaos, risk tolerance (0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

LIVE POD! 🚨🚨 The Besties recorded LIVE at the new state-of-the-art poker studio in The Venetian Las Vegas Big shoutout to The Venetian Resort Las Vegas for taking care of the team! -- Epstein Files Fallout: Biggest remaining questions -- Nvidia's Performance and Risks for 2026 -- Michael Burry vs. Friedberg -- Google's Breakthrough: Gemini 3, TPUs -- Tether's Boom -- Mister_Keating talks poker strategy, thriving in chaos, risk tolerance (0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

The All-In Podcast

489,988 views • 9 months ago

happy friday, here's episode 213!🔥 deepseek panic, us🇺🇸 vs china🇨🇳 in ai, openai $40b raise?, doge's first 10 days, self-driving future, and MUCH more featuring: travis kalanick and David Sacks !!! (0:00) the besties intro travis! (2:11) future of food and the state of CloudKitchens (13:34) David Sacks breaks in! (15:38) deepseek panic: what's real, training innovation, china, impact on markets and the ai industry (50:14) us vs china in ai, the singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40b with masa as the lead investor (1:10:37) Department of Government Efficiency's first 10 days (1:25:13) future of self driving: uber, waymo, tesla (1:38:04) fed holds rates steady, how doge can impact rate cuts (1:44:17) fatal dc plane crash

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The All-In Podcast

680,649 views • 1 year ago

What does it mean to be an American? The Chris Cuomo debate. (0:00) Chris Cuomo Admits Tucker Was Right (8:46) Joe Rogan Changing the Media Landscape (16:56) Andrew Cuomo vs. Eric Adams (20:34) How Do We Fix New York? (30:41) Debating Transgenderism (42:44) Who Killed JFK? (47:16) The Epstein Files (54:03) What Are UFOs? (56:45) Bill Barr’s Involvement in the Epstein Cover-Up (59:51) Debating Elon Musk and DOGE (1:10:36) End NATO? (1:24:21) Is Ukraine Selling American Weapons on the Black Market? (1:33:38) How Should Trump Handle the War? (1:41:08) Billionaires and Mega Corporations Controlling Governments (1:46:36) Debating Immigration (1:55:32) DEI Is Destroying What It Means to Be an American (2:07:51) Transhumanism vs. Christianity (2:11:45) Is Trump More Divisive or Uniting? (2:24:39) Debating Abortion (2:29:51) Debating Freedom of Speech Includes paid partnerships.

What does it mean to be an American? The Chris Cuomo debate. (0:00) Chris Cuomo Admits Tucker Was Right (8:46) Joe Rogan Changing the Media Landscape (16:56) Andrew Cuomo vs. Eric Adams (20:34) How Do We Fix New York? (30:41) Debating Transgenderism (42:44) Who Killed JFK? (47:16) The Epstein Files (54:03) What Are UFOs? (56:45) Bill Barr’s Involvement in the Epstein Cover-Up (59:51) Debating Elon Musk and DOGE (1:10:36) End NATO? (1:24:21) Is Ukraine Selling American Weapons on the Black Market? (1:33:38) How Should Trump Handle the War? (1:41:08) Billionaires and Mega Corporations Controlling Governments (1:46:36) Debating Immigration (1:55:32) DEI Is Destroying What It Means to Be an American (2:07:51) Transhumanism vs. Christianity (2:11:45) Is Trump More Divisive or Uniting? (2:24:39) Debating Abortion (2:29:51) Debating Freedom of Speech Includes paid partnerships.

Tucker Carlson

4,001,816 views • 1 year ago

Here's my conversation with Donald J. Trump It's here on X in full, and is up everywhere else too. Links in comment. Timestamps: 0:00 - Introduction 1:09 - Psychology of winning and losing 3:51 - Politics is a dirty game 5:28 - Business vs politics 8:04 - War in Ukraine 9:53 - Kamala Harris interview on CNN 10:36 - Trump-Harris debate 13:33 - China 15:47 - 2020 election 24:03 - Project 2025 24:52 - Marijuana 27:13 - Joe Rogan 30:54 - Division 38:00 - Communism and fascism 41:36 - Power 43:36 - UFOs & JFK 44:16 - Jeffrey Epstein 45:55 - Mortality and religion 47:25 - Lex AMA

Here's my conversation with Donald J. Trump It's here on X in full, and is up everywhere else too. Links in comment. Timestamps: 0:00 - Introduction 1:09 - Psychology of winning and losing 3:51 - Politics is a dirty game 5:28 - Business vs politics 8:04 - War in Ukraine 9:53 - Kamala Harris interview on CNN 10:36 - Trump-Harris debate 13:33 - China 15:47 - 2020 election 24:03 - Project 2025 24:52 - Marijuana 27:13 - Joe Rogan 30:54 - Division 38:00 - Communism and fascism 41:36 - Power 43:36 - UFOs & JFK 44:16 - Jeffrey Epstein 45:55 - Mortality and religion 47:25 - Lex AMA

Lex Fridman

30,823,542 views • 2 years ago

🚨 POD UP! HAPPY FRIDAY! Bestie Guestie Marc Benioff (Marc Benioff) fills in for Sacks A LOT covered on this one: -- Trump-Xi Summit: Trade, Taiwan, midterms impact -- AI's impact on software: What thrives and what dies? -- OpenAI could sue Apple over failed ChatGPT integration -- Thinking Machines drops new model, future of AI is multi-sensory -- BIG Science Corner on a potentially devastating El Nino (0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs"

🚨 POD UP! HAPPY FRIDAY! Bestie Guestie Marc Benioff (Marc Benioff) fills in for Sacks A LOT covered on this one: -- Trump-Xi Summit: Trade, Taiwan, midterms impact -- AI's impact on software: What thrives and what dies? -- OpenAI could sue Apple over failed ChatGPT integration -- Thinking Machines drops new model, future of AI is multi-sensory -- BIG Science Corner on a potentially devastating El Nino (0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs"

The All-In Podcast

209,373 views • 3 months ago