All-In with Chamath, Jason, Sacks & Friedberg

A fast-moving AI showdown takes center stage, with Anthropic surging, OpenAI under pressure, and Google looming large. The conversation digs into collapsing moats, shaky SaaS valuations, AI agents replacing apps, and whether brands can keep their edge. It also turns to Meta’s courtroom losses, platform liability, and the fight over parental controls.

Bryan Johnson, Braintree founder and Blueprint longevity experimenter, dives into why he tried 5-MeO-DMT and psilocybin. The conversation explores brain scans, default mode network resets, bad-trip and psychosis risks, and how psychedelics could fit into anti-aging research. It also branches into GLP-1s, gene therapy, organoids, and the future of human optimization.

Michael Intrator, CoreWeave co-founder and CEO, talks GPU cloud infrastructure and AI financing. Aravind Srinivas, Perplexity co-founder and CEO, dives into AI search, agents, and software that acts on your behalf. Arthur Mensch, Mistral AI co-founder and CEO, covers open models and enterprise AI. Daniel Roberts, IREN co-founder and co-CEO, explores power, data centers, renewables, and AI’s massive compute appetite.

Matt Mahan, San Jose mayor and former civic tech founder, lays out his case for fixing California. He digs into Sacramento lobbying, housing rules that choke supply, homelessness and treatment policy, rising energy costs, pension debt, and immigration reform. The conversation also hits populism, government accountability, and why the state spends more but delivers less.

(0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era 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

John Fetterman, Pennsylvania senator and outspoken Democrat with an unconventional style, dives into why he clashes with his own party. He gets into Israel and Iran, voter ID and the SAVE Act, border security and shutdown politics, rising debt and government fraud, plus why farm economics and immigration are tightly linked.

Travis Kalanick, Uber co-founder and Atoms builder, unveils his stealth startup and dives into physical automation, robot hands, mining, food, and the self-driving race with Waymo and Tesla. Michael Dell, Dell Technologies founder, shares why Texas keeps winning, why AI infrastructure is exploding, and the bold vision behind his Invest America pledge.

Brad Gerstner, Altimeter Capital founder and tech investor, joins for a fast-moving talk on the Iran war’s oil shock, escalation risks, Gulf off-ramps, and China’s role. Then it shifts to AI’s record revenue surge, why spending is exploding, the fight over open source, and how terrible messaging turned AI into a PR mess. It closes on millionaire taxes and wealth flight.

Michael Selig, Chair of the CFTC, focused on crypto clarity and modernizing on-chain and derivatives rules. Paul Atkins, former SEC Commissioner, now SEC Chair, pushing IPO reform and adapting securities law for digital assets. They discuss harmonizing SEC/CFTC approaches, crypto classification, IPO drought fixes, AI trading risks, prediction markets, accredited investor reform, and simplifying swap and reporting rules.

Graham Allison, Harvard national security scholar and author, discusses shifting global power and risks of great-power competition. He examines Iran’s possible trajectories and regional fallout. He assesses Netanyahu’s impact on Israel, China’s ambitions and Taiwan risks, Greenland’s strategic value, nuclear proliferation frameworks, and rising domestic inequality.