POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list,...

Uploaded: 2026-02-28T00:59:52.000Z
Duration: PT4867.762S
Channel: The All-In Podcast

1:47:40

besties are BACK for E181! trump verdict, covid cover-up, crypto corner, salesforce drops 20%, ai correction? (0:00) bestie intros: introducing @jason's first show for his new production company (2:15) why David Sacks and Chamath Palihapitiya are hosting a trump fundraiser (18:40) house covid investigation: findings, cover-up, what's next? (41:36) the deep state problem: unelected bureaucrats running three letter agencies for decades (53:04) crypto corner with chamath (1:04:15) state of saas: salesforce drops 20%, market teetering (1:20:10) trump verdict (1:37:36) are we seeing the start of an ai correction?

The All-In Podcast

296,969 views • 2 years ago

1:30:26

🚨Besties are BACK!🚨 The core four cover: -- Bernie's datacenter moratorium, why should the average American care about the AI race? -- Solutions for fixing AI's negative perception -- China's major EUV breakthrough, what this means for ASML and the AI race -- Inflation, unemployment, jobs, could we see "Golden Age" starting in 2026? -- Are the rest of the Besties moving to Texas!? (0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the besties moving to Texas?

The All-In Podcast

492,867 views • 7 months ago

1:29:11

(NEW EPISODE) Tom Luongo: "Too Many Critics, Not Enough Builders" Tom Luongo (Head Sneetch) joins me for a conversation on Trump's philosophy, the truth behind libertarian skepticism, how the budget reconciliation bill cuts spending, Thomas Massie's error, the real reason for the tariffs, the battle of oligarchs, whether Trump will shake hands with the Ayatollah, and more. Timestamps 0:00 Preview 0:59 Cornerstone Roundtable, how the universe operates 6:12 Safety first culture vs the innovators 10:37 Thomas Massie and the "big beautiful" bill 16:13 "I could have been Water White" 19:06 Trump is a man in flux 21:25 Critics vs artists 26:17 "Politics is the art of the possible" 29:31 Trump is still implementing 75% of his agenda 30:16 Budget reconciliation bill 33:47 The grandstanders play into Davos' plan 40:29 The Butler assassination attempt 44:10 What Trump is trying to do with the tariffs 52:58 JD Vance and the battle of oligarchs 1:00:12 Deportations and the border 1:03:40 How we can get justice 1:07:22 The Deep State is crumbling 1:14:22 Predictions on Israel, Iran, Ukraine 1:16:48 North Korea 1:17:15 Trump's greatest strength 1:19:10 Untying the Gordian knot 1:21:10 What libertarianism needs 1:25:55 Closing thoughts, plugs

David Gornoski

13,149 views • 1 year ago

1:41:25

E176 is LIVE on X lots to cover on this one! (0:00) bestie intros: reservation tips! (5:20) $META goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) $TSLA's roadmap: ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) besties reminisce on their encounters with steve jobs (1:10:25) tiktok "divest-or-ban" bill signed into law: will china comply? what's it worth without the algo? will a deal get done? (1:27:22) biden's proposed capital gains hikes and a 25% wealth tax for those with $100m+ in assets

The All-In Podcast

8,012,826 views • 2 years ago

1:30:56

🚨HUGE EPISODE! All four besties PLUS Travis Kalanick joins to break down: -- OpenAI's identity crisis: leaked memo, enterprise pivot -- Anthropic's valuation flip and compute issues -- Big Tech's compute monopoly -- Datacenter wars, PR disaster -- Allbirds goes memestock after AI pivot -- Market update: pricing in Iran peace, confusing signals, AI's mixed results -- Mamdani taxes the rich -- Swalwell out: the impact of the Democratic Machine (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anthropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2

The All-In Podcast

219,898 views • 3 months ago

1:22:58

EARLY DROP FOR A BIG EPISODE! 🚨 US Under Secretary of War Emil Michael joins to break down the two biggest topics: the Iran War and Anthropic vs the Pentagon -- War with Iran: The Bigger Picture -- USA's new approach to warfare -- Pentagon vs Anthropic: How it went down -- Valuing Anthropic after the Pentagon fallout -- State of the US defense tech market ++ MUCH more Under Secretary of War Emil Michael (0:00) The Besties welcome Under Secretary of War Emil Michael (2:30) US war with Iran: Bigger picture and why now? (13:16) Trump's new approach to warfare, AI, drones, rules of engagement (28:39) Israel's role in the conflict, relationship with the US, Iron Beam (37:24) Oil prices, Trump's maritime insurance play (41:19) Pentagon vs Anthropic: Why Anthropic was labeled a supply-chain risk (1:02:03) How to value Anthropic after its supply chain risk designation (1:11:14) State of the US defense supply chain, the defense tech industry, DARPA, and China's military

The All-In Podcast

166,863 views • 5 months ago

1:47:32

BESTIES ARE BACK! 🚨 huge week: -- 12 day war ends in us-led ceasefire -- how markets digested it + future of the region -- why socialism won in nyc, what it means for the democratic establishment -- stocks hit all-time highs completing wild turnaround -- science corner: aging reversal out of china -- anthropic and meta get favorable rulings on ai copyright (0:00) bestie intros: the core four is back! (1:38) launching all-in tequila! (7:01) 12 day war ends in us-led ceasefire: what it means for the future of the region (29:48) how markets digested the last few weeks in the middle east, crucial role of energy independence (39:58) democratic socialist zohran mamdani upsets andrew cuomo in the democratic primary for nyc mayor (1:06:02) science corner: stem cell-driven aging reversal out of china (1:18:09) market at all-time highs after huge turnaround: bull and bear cases; next fed chair? (1:32:49) ai copyright: anthropic and meta receive favorable rulings

The All-In Podcast

483,148 views • 1 year ago

36:59

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*

Jack Altman

57,229 views • 2 months ago

54:52

Always enjoy getting to chat with swyx 🇸🇬 AIE Singapore! on our annual cross-episode with Latent.Space on the state of AI. We hit on what’s shifted, what surprised us and what’s next. We covered: ▪️ Whether AI infrastructure has finally stabilized ▪️ Implications of agents buying developer tools ▪️ The AI coding wars ▪️ The foundation model vibe shift ▪️ Why Swyx reversed his view on open models ▪️ When to train your own model ▪️ What's top of mind for the best AI engineers YouTube: Spotify: Apple: 0:00 Intro 1:17 What the Top AI Engineers Are Thinking About 2:13 Has AI Infra Finally Stabilized? 6:39 When Does Doing RL In-House Make Sense? 11:26 Why Selling Dev Tools to Agents is Different 17:18 AI Coding Wars 29:04 Consumer AI Plateau 30:22 Codex vs Claude Code 44:52 Future of Open Models

Jacob Effron

18,282 views • 3 months ago

2:13:48

the future is here: my full podcast with shaw from ai16z is now live we dive into ai agents, autonomy, spirituality, and why we might not have as much time as we think this is a conversation you can’t afford to miss 1:03 Shaw's history before it all 3:44 What is an AI agent? 5:55 What will happen to us when AI could do it all? 8:02 Is Shaw a spiritual person? 8:39 What spiritual teachings inspired Shaw? 9:25 Are we far from a new religion by AI? 11:18 What's up with the b**ttplugs? 13:37 What is AI16Z? 46:16 Nobody is going to save us... 55:45 Is there a moral compass to creating AI? 1:00:00 Why crypto and AI? 1:07:06 How big is the scope of AI? Where will it go? 1:11:01 The loneliness epidemic 1:19:33 Are we still early? 1:21:02 What will keep AI16Z in the lead? 1:25:34 Why is AI16Z being compared to an AI L1? 1:30:24 The upcoming tokenomics proposal for the dao 1:37:44 Thoughts on the pairing between AI and augmented reality 1:43:51 Will AI take us away for the physical world? 1:48:53 How much time do we have left? 1:53:18 Emotions and developers 2:00:40 Who or what are we up against? 2:02:33 Would we lose our sense of purpose? 2:05:20 Final words from Shaw 2:08:39 important outro

Mika

201,454 views • 1 year ago

1:47:57

.Jacob Trefethen runs the science program at Open Philanthropy, directing about $100m/year in philanthropic funding. For New Science, we ended up talking about academia, peer review, grant-making; and also about love, the meaning of life, and our personal histories. Enjoy! Timestamps 0:00:00 - Introduction 0:01:11 - On Open Philanthropy's decision process 0:06:48 - Is it possible to make expected value calculations for basic scientific research? 0:16:27 - Non-profit funding vs for-profit funding 0:17:19 - Why the NIH rejects grants 0:19:39 - Jacob's "PhD" working side-by-side with biochemists for 5 years 0:25:22 - Today's system of federal funding are not supporting generalists 0:28:34 - How will AI affect the pace of scientific progress? 0:41:53 - AI Baumol Disease 0:54:41 - Can AI speed up aging research? 0:58:20 - The wisest people Jacob & Alexey know 1:13:31 - The future of science in academia 1:19:26 - How Open Philanthropy uses neglectedness to make funding trade-offs 1:35:16 - Jacob's advice for a talented 20 year old watching this 1:45:24 - Jacob's favorite joke

Alexey Guzey

23,458 views • 1 year ago

57:52

NEW: Brian Armstrong, Coinbase Full Interview. Rebuilding Coinbase 🛡️ Around Intelligence Tokenized stocks, an SEC-registered AI advisor, +1,200 agents working inside the company We cover: › Pre-IPO perps (SpaceX, OpenAI, Anthropic) › Intelligent routing pushing 80% of workloads to models 99% cheaper (keeping token costs flat) › Tokenized equities backed 1:1, with 24/7 trading & access for 4B unbrokered people › Coinbase Advisor: SEC-registered AI investment advisor › 1,200 full-time AI agents, teams shrinking to 1 person, bugs/incidents down per line of code › Building the financial rails for the agentic economy › Economic freedom, Argentina, & why traditional media is dead 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brian Armstrong, Co-Founder & CEO of Coinbase (00:45) Backstage before the Announcements drop (01:47) Why Tokenized Stocks never worked before until now (03:58) Inside Coinbase Advisor: The SEC-Registered AI Investment Agent (05:36) The real mission behind every Coinbase product (06:55) Does the average American feel economically free? (08:42) What Argentina taught Brian about Capitalism (11:16) Why younger generations are drifting toward Socialism (13:01) What Roblox reveals about the next generation (13:57) Why no one in Argentina plans for the future (18:17) How Crypto is rewriting financial infrastructure (20:20) The Strategy behind Coinbase's "Everything Exchange" (21:28) Building the most trusted brand in the Crypto Industry (23:49) Prediction Markets, Dry Powder & Reading Market Cycles (26:07) The Pre-IPO loophole Coinbase built for everyone else (28:18) Why Coinbase wins the super app war (29:40) The tweet that got 24 million views (32:22) Will AI actually kill jobs? (36:03) How Brian stays on top of everything (38:19) Founder Energy vs. Operator Energy (39:33) AI has a branding problem (46:41) Will Anthropic and OpenAI just build every company? (48:12) Who is Coinbase's real competitor? (51:25) The Announcement Brian is most excited about (53:03) Getting $4 trillion of new IPO wealth onto Coinbase (54:08) The mentors who shaped Brian Armstrong

Molly O’Shea

568,245 views • 1 month ago

2:21:37

Alex Jones on what happens next. (0:00) An Update on the Russia/Ukraine War (7:40) Why Is the US Government Still Supporting Zelensky? (12:13) The Smear Campaigns Meant to Destroy Anti-War Voices (20:03) Is There a Coordinated Effort to Destroy the US Dollar? (24:16) How to Fight Back Against BlackRock, the Great Reset, and WEF (30:00) Are We on the Verge of Civil War? (41:55) How Hollywood Is Preprogramming You (43:35) How Do We Stop the Oncoming War Before It’s Too Late? (46:43) The Murder of Charlie Kirk and Infowars Reporter Jamie White (52:52) The Globalists’ Mission to Eliminate Christianity (1:02:21) Have We Been Lied to About WWI and WWII? (1:10:05) What Happened to Kanye West? (1:19:20) Donald Trump Taking the New Flu Shot and Covid Booster (1:25:50) Why Can’t We Strip Vaccine Developers of Their Lawsuit Immunity? (1:27:22) Are People Becoming More Conscious of Spiritual Warfare? (1:37:00) The Infiltration of American Churches (1:38:29) Does Jones Ever Feel Hopeless? (1:41:46) Peter Thiel and the Antichrist (1:48:26) The First Step to Repairing Our Country (1:52:36) Why Are Female Leaders Far More Bloodthirsty Than Men? (2:58:03) The Mission to Destroy Alex Jones and Free Speech (2:09:09) Will the Trump Justice Department Save Alex Jones and Mike Lindell? Includes paid partnerships.

Tucker Carlson

3,197,796 views • 9 months ago

2:40:56

Dave Smith on the fall of empire. (0:00) Who's Telling the Truth and Who's Lying? (9:12) The Massive Decline in Support for Israel (13:10) Is It Possible for Trump to Stop This? (20:16) The Myths of WWII (36:26) What We Can Learn From the Iran War (48:33) The Oncoming Police State (56:31) The Real Reason Antisemitism Is on the Rise (1:05:19) The Israel Lobby (1:11:34) Why Every Politician Fears Israel (1:25:51) Is Democracy Dead? (1:29:46) Are There Upsides to This War? (1:38:14) The Democrat Takeover (1:45:55) How Boomers Destroyed the US (1:54:17) The Spiritual Awakening (2:03:07) Trump's Strange Relationship With Douglas Murray and Mark Levin (2:11:31) We Still Don't Know What Happened in Butler (2:22:17) How Did the Never Trumpers Take Over the Trump Coalition? (2:31:16) The FBI's Epstein Cover-Up

Tucker Carlson

2,761,750 views • 4 months ago

29:48

AMD invited us to their biggest launch of the year to check out the behind-the-scenes. At Advancing AI 2026, Anush Elangovan (VP, AI Software at AMD) and Quentin Anthony (VP, AI Engineering at Zyphra) join sophia dew on the floor to break down Helios, ROCm AI, and the Anthropic partnership, live the day it all shipped: 1:05 What actually changed today: AMD goes rack-scale 3:03 ROCm skills land in Claude Code and Codex 3:51 Why Zyphra bet its whole stack on AMD 3:57 Sparse mixture-of-experts and the HBM advantage 6:25 Why an open stack beats a closed one 8:52 The wall of logos: Anthropic, OpenAI, Meta 9:27 Why the frontier labs are committing gigawatts 11:30 Why the next wave will exceed expectations 17:02 Frontier models running on your own laptop + DeepSeek V4 Pro at 8-10 tokens/sec 17:41 How ROCm AI hits 3.3x inference gains 19:38 A kernel rewritten overnight with no humans in the loop 21:40 Do you still need kernel experts? 23:47 Why CPUs are critical for the agentic AI era 25:40 An agent that's been rewriting a driver for four months 28:14 The internet parallel, and the dark-fiber lesson

MTS

71,113 views • 15 days ago

1:12:54

State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up

Matt Turck

49,373 views • 2 months ago

2:02:58

No author has shaped my worldview more than Nassim Taleb (Nassim Nicholas Taleb). I stumbled on The Black Swan eight years ago, then inhaled the rest of the Incerto. I've increasingly come to appreciate the importance of its ideas to prolonging the human story. Was an honour to speak with Nassim on the podcast. Hard to summarise our conversation, but the timestamps below capture the gist. Enjoy! Timestamps: (0:00:55) - Heuristics for knowing when you're in Mediocristan versus Extremistan. (0:06:06) - Are certain tail exponents intrinsic? (0:10:30) - Why hasn't Universa's tail hedging strategy now been fully priced in? (0:11:52) - Does the power law distribution of startup returns mean VCs should concentrate their bets, or spray and pray? (0:15:20) - Nassim's 30-minute take on the field of behavioural economics. (0:48:57) - Nassim's 20-minute take on superforecasting. (1:11:03) - The Precautionary Principle and AI. (1:17:28) - What are LLMs doing? (1:23:10) - War, violence, & "the empirical mean is not the real mean". (1:39:17) - Covid, & how Western governments think about tail risk. (1:43:38) - What's the most important thing people in social science get wrong about correlation? (1:52:58) - How does Nassim explain the perspicacity of the Russian school of probability? (1:55:56) - Why doesn't Hayek's knowledge argument extend to prediction markets? (1:58:26) - If mean absolute deviation is a better measure than standard deviation, why has the latter become commonplace? (2:01:09) - Nassim's next book, and what he's up to at the moment.

Joseph Noel Walker

577,821 views • 1 year ago

1:51:22

Did Netanyahu know October 7th was coming? Why did he fund Hamas? Who are the settlers killing Palestinians in the West Bank? A journalist based in Israel answers the questions American media ignore. 0:00 The Truth Behind October 7th 8:44 When Did Planning For October 7th Start? 15:35 Why the Head of Hamas Wants Israel to Take Over Gaza 23:24 Did Israeli Intel Ignore Signals Leading up to October 7th? 30:51 Why Was the IDF Given a Stand-Down Order? 38:03 Will the Citizens of Gaza Be Relocated Anywhere? 45:42 Why Did Netanyahu Send U.S. Funds to Hamas Before October 7th? 52:47 Israel’s Actual Weakness 59:24 The Strange New World of West Bank Settlers 1:13:45 Are Israel’s Cabinet Ministers Powerful Figures? 1:17:19 Do Israelis Have a Sense of What the World Thinks of Israel? 1:21:49 What’s the Root of Antisemitism? 1:27:49 How Much Damage Has Been Done From the War? 1:34:07 How Has Israel Changed Since October 7th? 1:40:39 How Israelis View Trump, the GCC, and American Jews 1:46:35 The Landscape of the Middle East in Five Years

Tucker Carlson

1,446,673 views • 3 months ago

2:00:15

Timestamps of the 47 topics addressed by Elon Musk a few hours ago in Pittsburgh. 1:49 Special guest: Senator James McCormick 7:22 Winner of the $1 million prize 10:43 Importance of registration 11:58 Risk of assassination attempts 13:55 The left is against free speech 17:06 It's illegal to show voter ID 19:24 We want to do exciting things 21:40 Key reasons to reelect Trump 27:14 No wish to do politics but stakes are high 33:02 How to support business opportunities 35:01 Is Elon considering running in 2028? 39:10 Abortion and education around having kids 44:25 Nuclear power is safe 48:42 Be wary of AI 49:37 There will be an increase in robots 53:01 Elon's son will go to college in Pittsburgh 55:01 Protecting children 57:38 Stopping propaganda for children 58:53 Every expenditure should serve people 59:55 Subscribe to X Premium 1:02:14 Optimism grounded in realism 1:04:30 Approving drugs faster 1:08:26 Medical tech should be approved faster 1:10:06 AI and medicine 1:13:02 Solve back pain 1:13:24 Children sex-trafficking 1:15:07 How to handle puppet masters 1:17:16 The more government, the less freedom 1:19:53 Taxes are getting out of hand 1:21:02 Big pharma 1:22:34 New technologies should help people 1:24:50 Ban voting machines 1:28:04 No incentive for nothing 1:30:16 Crypto is good against central control 1:31:09 Many expenditures should be 0 1:33:23 Respect for those who are useful 1:34:23 Aliens must be subtle 1:36:03 Don't damage art 1:37:58 Dogecoin is the most fun crypto 1:41:06 People should worry less and have kids 1:41:53 There will be opposition to reducing spending 1:42:57 The risk is an oppressive totalitarian state 1:46:36 Doing things that are important 1:50:06 We should allow teachers to protect students 1:52:27 Why are some voted not counted 1:56:22 AI will be help people understand 1:57:47 Be loud about your concerns

ELON CLIPS

6,379,826 views • 1 year ago

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