Episodes
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
All-In Podcast
2/27/2026
The podcast episode provides a deep dive into the massive disruption occurring within the SaaS industry due to the rapid advancements of Anthropic and its Claude models. The rollout of advanced coding abilities has negatively impacted legacy players like IBM and modern security firms like CrowdStrike. A viral report by Citrini sparked a "Doomer" narrative, suggesting that autonomous AI agents will cause a catastrophic economic collapse. However, counter-arguments were presented by Derek Thompson and a data-driven report from Citadel. Furthermore, tech executive Aaron Levie applied Jevons' Paradox to argue that lowering the cost of software engineering will actually increase demand. As a practical example of this productivity boom, the hosts shared how open-source models like OpenClaw are already automating back-office tools like Slack. To support this AI revolution, there is an urgent need for massive Data Centers. However, local opposition and red tape, exemplified by a six-person lawsuit holding up a $100B Micron fab in New York, are hindering progress. In contrast, Texas remains highly efficient, as seen when Elon Musk rapidly built the Gigafactory. Environmental activist groups like Greenpeace were criticized for using lawfare to block infrastructure. Realizing the risk of falling behind, regions like the Middle East, specifically Saudi Arabia, the UAE, and Qatar, are aggressively expanding their compute capacity. Domestically, President Trump used his State of the Uni
Prince Andrew Arrested, Epstein Mythology, Reid Hoffman Files with Saagar Enjeti & Michael Tracey
All-In Podcast
2/20/2026
In a special episode of the All-In Podcast, host David Sacks convenes a panel to dissect the multifaceted and highly contentious story of Jeffrey Epstein. The discussion highlights three divergent viewpoints on the scandal's true meaning. Saagar Enjeti of Breaking Points posits the existence of an 'Epstein class'—a global elite operating above the law—arguing that Epstein's real influence stemmed not just from sexual crimes but from his mastery of a Global finance network for Money laundering, making him an asset to powerful figures and potentially intelligence agencies like the CIA and Mossad. In sharp opposition, journalist Michael Tracey deconstructs what he terms the 'Epstein Mythology', framing the public narrative as a media-driven Moral panic rife with unsubstantiated claims, comparable to the historical Satanic panic. Tracey is deeply critical of the Media coverage, points to the massive financial incentives for accusers' lawyers like Bradley Edwards and David Boies who secured huge settlements from banks like JP Morgan, and questions the credibility of central accusers like Virginia Roberts Giuffre, Maria Farmer, and Sarah Ransome, citing recanted allegations against figures like Alan Dershowitz. The conversation also explores the roles of key figures such as Epstein's early benefactor Leslie Wexner, his convicted accomplice Ghislaine Maxwell, and the controversial 2007 Nonprosecution agreement. Later, Kevin Bass, acting as a citizen journalist, presents findings
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
All-In Podcast
2/13/2026
In this episode, the All-In Podcast hosts, Jason Calakanis, David Sachs, David Friedberg, and Chamath Palihapitiya, conduct a multifaceted analysis of current events in tech and economics. The discussion kicks off with AI acceleration, citing a Harvard Business Review study from UC Berkeley researchers that suggests AI intensifies work for Knowledge workers rather than replacing them. David Sachs champions a vision of bottom-up Enterprise adoption of AI, driven by empowered employees using AI agents, and references Matt Schumer's writing on the topic. Jason Calakanis highlights the tangible impacts, such as the rapid adoption of tools like OpenClaw and the emergence of significant corporate Token budgets driven by expensive APIs like Claude's. Countering the cloud-first narrative of firms like AWS and GCP, Chamath Palihapitiya introduces the concept of an On-prem comeback as enterprises grapple with major concerns over Data security in AI when using models from providers like OpenAI, led by Sam Altman. The conversation pivots to the booming world of Prediction Markets, noting the massive volume on platforms like Poly Market during the Super Bowl. This raises critical questions for regulators like the CFTC about Insider Trading, with an alleged case involving military operations in Israel serving as a stark example. Chamath frames this phenomenon through the lens of Information asymmetry, referencing Warren Buffett's pre-Regulation FD returns to arg
Binance CEO: 4 Months in Prison, $4 Billion Fine, and What Comes Next
All-In Podcast
2/10/2026
In a detailed interview on the All-In Podcast with hosts including Chamath Palihapitiya, CZ (Changpeng Zhao) chronicles his life and the rise of Binance. His story begins with his family's Immigrant Experience moving from China to Canada, and his education at McGill University. His early career was steeped in financial technology, specifically building Order Execution Systems for High Frequency Trading (HFT) at firms like Fusion Systems Japan in Tokyo and later at Bloomberg in New York. This technical expertise became the bedrock for Binance's success, where he focused on Daily Active Users (DAU) as his key metric. The journey of Entrepreneurship was not linear; he first co-founded a struggling IT services startup in Shanghai. His trajectory shifted after friends Ron Tao and Bobby Lee of BTC China (BTCC) introduced him to Bitcoin. After short stints at crypto pioneers like Blockchain.info and OKCoin, CZ pivoted from selling exchange software to launching his own. Binance was born from a successful Initial Coin Offering (ICO) in 2017 that created the BNB Token. The company faced an immediate existential threat from the Chinese Crypto Ban, forcing a relocation to Tokyo. The discussion delves into the complex relationship with Sam Bankman-Fried (SBF), whose exchange, FTX, received early investment from Binance before becoming a fierce rival. A significant portion of the interview covers the multi-year legal battle with the US Department of Justice (
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In Podcast
2/6/2026
In this episode, the All-In Podcast, featuring Jason Calacanis, David Sacks, David Friedberg, and special guest Brad Gerstner of Altimeter, delves into several critical topics at the intersection of technology, finance, and politics. The discussion kicks off with the Epstein Files, where Calacanis clarifies his minimal involvement and the panel critiques The New York Times for what they perceive as biased reporting that downplays the extensive connections of figures like Reed Hoffman while targeting others like Peter Thiel and Bill Gates. A major segment is dedicated to the SaaS industry disruption, a massive stock market crash triggered by advancements in AI, specifically a new legal tool for Claude Co-work from Anthropic. Sacks argues this isn't the death of SaaS companies like Salesforce but a shift where a new 'agentic layer' built with tools like OpenClaw will capture future value, a point Calacanis illustrates with his firm's internal project, Ultron. The hosts then explore the 'Moltbook panic,' analyzing a social network where AI Agents and agent swarms exhibit startling emergent behavior and recursive self-improvement, while also posing significant API security risks. On the political-economic front, the podcast covers Donald Trump's nomination of Kevin Warsh to replace Jerome Powell as chair of the Federal Reserve, examining Warsh's reputation as an Inflation hawk who supports policies like quantitative tightening. A groundbreaking announcement of the
ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
All-In Podcast
1/30/2026
In this episode, the All-In hosts David Sacks, Jason Calacanis, David Friedberg, and Chamath Palihapitiya cover a range of pressing topics. They begin with a recap of the World Economic Forum in Davos, noting its shift to a business and Donald Trump-centric event, highlighted by a controversial speech from Commerce Secretary Howard Lutnik criticizing Europe's Net zero policies. The main segment delves into the ICE chaos in Minneapolis, analyzing the tragic deaths of Renee Good and Alex Prey during Operation Metro Surge, an initiative by the DHS. The discussion explores the roles of political figures like Stephen Miller, the newly appointed Tom Homan (who also served under Barack Obama), and local leaders Tim Walz and Jacob Fry. The hosts debate the motivations behind the conflict, linking the Democratic Party's opposition to Mass deportations to its potential impact on Electoral apportionment, and noting the involvement of Antifa-style protest tactics. Next, Jason Calacanis demos Clawdbot, an Open source AI tool by Peter Steinberger, sparking a conversation on the rise of Personal AI assistants and AI agents. This new tech phase is marked by the battle between Open source AI models like the powerful Kimi K2.5 from Moonshot AI and Closed source AI from giants like OpenAI, Anthropic, and Google. They discuss the potential to run these models on local hardware like the Mac Studio and the implications for AI policy. David Friedber
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
All-In Podcast
1/25/2026
This series of interviews, conducted at the World Economic Forum in Davos, explores the future of technology and business through the eyes of four CEOs on the cutting edge of their respective industries. First, Jeremy Allaire, CEO of Circle, provides a deep dive into the digital currency landscape. He discusses the maturation of Stablecoins, particularly Circle's flagship product USDC, in the wake of crucial legislation like the Genius Act. Inspired by Bitcoin, Allaire contrasts his company's strategy of regulatory compliance and partnership with financial giants like Visa and BlackRock against less-regulated competitors such as Tether, while noting the influence of past attempts like Meta's Libra project. He also discusses collaborations with firms like Intuit and touches upon the broader economic implications of AI, connecting its potential for disruption to the Rise of Socialism in the US. Next, George Kurtz, CEO of CrowdStrike, shifts the focus to the escalating conflict in cyberspace. He details the challenges of Cybersecurity in the AI era, where AI is a double-edged sword, enabling sophisticated threats like Autonomous malware while also being the best defense. Kurtz identifies top-tier Hacker nations including Russia, China, and North Korea, and highlights how trends like Remote work have created significant new vulnerabilities for corporations. Following this, Adam Goldstein, CEO of Archer Aviation, paints a picture of the future of transportation with
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
All-In Podcast
1/23/2026
In a series of interviews from the World Economic Forum in Davos, host Jason Calacanis speaks with leaders shaping the future of technology and industry. Brian Armstrong, CEO of Coinbase, outlines the maturation of the Crypto industry, highlighting a stark contrast between the hostile approach of the Biden Administration and the supportive regulatory environment under the Donald J. Trump administration, which passed the Genius Act to provide clarity for Stablecoins. He notes growing institutional adoption through partnerships with firms like BlackRock and JP Morgan and identifies Cross-border payments, Prediction Markets, and Tokenization as key growth trends, while navigating relationships with different stablecoin issuers like Circle and Tether. Following him, Andrew Feldman, CEO of Cerebras Systems, discusses the exponential demand for AI Compute Power and the critical importance of low-latency AI Inference. He positions his company's Wafer Scale Engine (WSE) as a powerful alternative to Nvidia's GPUs, revealing a major new purchase order from OpenAI. Feldman frames the buildout of Data Centers and energy infrastructure as a central part of the geopolitical US vs China in AI race, praising the Trump Administration's pro-business AI policies. Finally, Jake Loosararian, CEO of Gecko Robotics, explains the crucial role of AI and Physical Robots in the industrial world. He argues that his Pittsburgh-based company is building the foundational Data
Europe's Free Speech Crackdown and the "Censorship Industrial Complex" with Sarah B. Rogers
All-In Podcast
1/22/2026
In an episode of the All-In Podcast recorded at Davos, hosts Jason Calacanis and David Sacks interview Sarah B. Rogers, the Under Secretary for Public Diplomacy at the State Department, about the increasing crackdown on Free Speech in Europe. Rogers details a fundamental conflict between the United States' robust First Amendment principles and new European regulations, such as the UK's Online Safety Act (OSA) and the EU's Digital Services Act (DSA). These laws impose vague and broad content moderation rules that have led to significant fines against American companies like X and are characterized as a 'Censorship Tariff'—a de facto tax on US tech. The discussion highlights that much of the targeted speech is criticism of controversial Mass Migration Policies. Rogers introduces and explains the 'Censorship Industrial Complex', a network of government agencies like the FBI, government-funded NGOs (e.g., the Center for Countering Digital Hate), and tech companies that collude to suppress disfavored viewpoints, often as a workaround to constitutional protections. This complex employs pernicious tactics like Debanking and Demonetization through intermediaries like PayPal, Stripe, and YouTube. The conversation contrasts the heavy-handed Censorship during the COVID-19 pandemic—where the Biden Administration pressured platforms to censor what later proved to be true information under the pretext of fighting 'Disinformation'—with the pro-free speech direction influ