All-In with Chamath, Jason, Sacks & Friedberg

Charles Koch, longtime CEO who built a vast industrial conglomerate focused on principle-based management. Chase Koch, innovation leader driving tech investing and social initiatives. They discuss building scale and culture, learning from big failures, transforming acquisitions like Georgia-Pacific, Stand Together’s approach to education reform, and how AI and long-term stewardship shape future strategy.

Spencer Pratt, reality TV personality turned activist and mayoral candidate after losing his home in a wildfire. He recounts the Palisades fire and emergency failures. He digs into alleged NGO corruption around homeless services, outlines plans to enforce laws and audit agencies, and pitches bold fixes for permitting, public safety, and rebuilding LA’s services.

Brad Gerstner, investor and entrepreneur, joins to weigh market, cloud computing and policy angles. They unpack the SpaceX-Anthropic compute deal and its impact on hyperscalers. The conversation probes whether Anthropic could dominate and debates calls for an "FDA for AI." Trading strategies and the broader AI market boom round out the talk.

OpenAI’s growth stumbles while coding tools heat up. The conversation digs into AI cybersecurity, a high-stakes Elon and Sam courtroom clash, and hyperscalers pouring staggering sums into infrastructure. There’s also a wild cautionary tale about AI wiping out a codebase, plus the peptide boom pushing weight-loss drugs into the mainstream.

Steve Hilton, political commentator and former adviser to UK Prime Minister David Cameron, talks about his run for California governor. He gets into a zero-tax-under-$100K plan, why homes cost so much to build, and why schools spend big but lag. The conversation also digs into crime, homelessness, and whether a Republican can actually win on affordability.

(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 Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges https://polymarket.com/event/will-spacex-acquire-cursor https://polymarket.com/event/spacex-ipo-by https://x.com/ttunguz/status/2046815725285945820 https://x.com/elonmusk/status/2032201568335044978 https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22 https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia https://x.com/Benioff/status/2044981547267395620 https://www.apple.com/leadership/john-ternus https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness https://polymarket.com/event/next-ceo-of-apple https://x.com/joecarlsonshow/status/2046349686253265302 https://x.com/nickshirleyy/status/2043756610955423782 https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and https://www.justice.gov/opa/media/1437146/dl https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege https://x.com/nickshirleyy/status/2043756610955423782 https://www.nature.com/articles/s41591-026-04342-5

Travis Kalanick, Uber co-founder and former CEO, jumps into a fast-moving chat on OpenAI’s strategy wobble, Anthropic’s momentum, and how Big Tech’s grip on compute could reshape the AI race. They also riff on datacenter backlash, absurd AI-fueled stock moves, overheated startup valuations, and why markets keep shrugging off geopolitical drama.

Brad Gerstner, Altimeter Capital founder and veteran tech investor, jumps into the AI power struggle. They dig into Anthropic’s blocked Mythos release, the fight over OpenClaw, and whether AI coding is becoming a winner-take-most market. Then they shift to Anthropic’s blistering $30B ramp, OpenAI’s wobble, and the Iran ceasefire, Israel’s influence, and market fallout.

Josh Shapiro, Pennsylvania governor and former attorney general, joins for a brisk tour through his pro-growth playbook. He gets into taxes, permits, fraud crackdowns, and what Democrats keep missing on business. Then the conversation turns to the party’s collapse, Congress and corruption, antisemitism, Netanyahu’s failures, Iran war chaos, and the 2028 race.

Trae Stephens, Anduril co-founder and defense tech builder, joins Shyam Sankar, Palantir CTO and longtime defense software leader. They dig into drones, AI, and autonomous weapons. They debate deterrence, the US-China gap, and Taiwan risk. They explore factory strategy, munitions bottlenecks, surveillance backlash, and why Silicon Valley turned away from defense.