Episodes

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[  12/19/2025  ]
The episode kicks off with a debate on the implications of an AI moratorium, exploring AI's economic impact, job displacement, and future workforce challenges. It critiques anti-AI journalism and public misperceptions, shedding light on media narratives. The discussion moves to economic indicators, inflation, and government jobs. Personal anecdotes about dogs add a lighter touch. A sponsor segment featuring Waymo follows. The episode also covers China's semiconductor advancements, the appeal of moving to Austin, California's economic issues, and wraps up with a discussion on marijuana reclassification and regulation before concluding with closing remarks.
[  12/13/2025  ]
The episode features a lively discussion with Tucker Carlson, covering media consolidation, antitrust issues, and the competitive landscape in tech and media. David Sacks shares insights from the White House Christmas party and the battle between Paramount and Netflix. The conversation delves into media leadership, with Tucker exploring hypothetical CEO roles, and tackles the complexities of platforming figures like Nick Fuentes. The rise of identity politics and tribalism is examined, alongside AI's risks and economic impacts. Chamath proposes solutions for student loans and AI taxation. The episode concludes with Tucker's new venture, thoughts on UBI, and a firearms discussion, wrapping up with holiday party plans.
[  12/6/2025  ]
The episode kicks off with a warm welcome and a recap of recent events, before diving into OpenAI's "Code Red" situation and its implications for AI market dynamics. A historical and present-day analysis of AI competition follows. Reflections on a recent Vegas trip segue into a critique of a New York Times article on David Sacks. The discussion then shifts to the influence of experts in government, examining the new poverty line, cost of living, and tax laws. Economic systems and the rise of socialism in the U.S. are explored, alongside strategies to address economic disparity. The episode also delves into technological innovations and their societal impacts, wrapping up with a merchandise promotion and closing remarks.
[  11/22/2025  ]
The episode opens with introductory remarks and a sponsor acknowledgment. The conversation shifts to the release of Epstein files, exploring their connections, political implications, and financial origins. The discussion moves to Tether and stablecoins, analyzing potential legislative impacts. Brad Gerstner joins to discuss the AI bubble, Nvidia's performance, and Michael Burry's short bet. The episode examines Google's Gemini 3 and the competitive AI landscape, including OpenAI's trust challenges. Insights into investing, fund management, and Friedberg's CEO role follow. A poker segment features guest Alan Keating. The episode concludes with a Vegas wrap-up and a tease for exclusive content.
[  11/14/2025  ]
The episode begins with a discussion on Michael Burry's recent short bet and CNBC's reporting errors, highlighting the need for improved financial literacy. The conversation critiques short selling practices and evaluates Palantir's market valuation. Updates on Chamath's recent activities segue into a holiday party announcement. The focus shifts to the housing affordability crisis, examining the government's involvement and the impact of student debt. A debate on the H1-B visa program's influence on the workforce follows. The episode explores the implications of coronal mass ejections and the evolving dynamics of tech migration and global living. It concludes with reflections on new societal concepts and wrap-up remarks.
[  11/7/2025  ]
Brad Gerstner joins to discuss OpenAI and Chamath's suggestions, focusing on federal bailouts for AI and public-private partnerships. The episode contrasts China's AI advancements with U.S. regulatory challenges. An All-In holiday extravaganza announcement leads into stock market and economic analysis, touching on Trump's approval ratings, youth unemployment, and AI's societal impact. Corporate efficiency, layoffs, housing regulations, and Mamdani's recent victory are explored. The episode concludes with debates on billionaire bans, city governance, and Founder University's expansion.
[  10/31/2025  ]
The episode kicks off with an introduction to Disgratia Corner, exploring the impact of algorithms on information sharing. The discussion highlights Grok's potential to transform search engines and surpass Wikipedia. The anniversary of Twitter's acquisition sparks a debate on free speech in social media. Attention turns to Tesla, examining board dynamics and corporate governance. The conversation delves into AI's impact on job markets and advancements in Tesla's autonomous vehicles. Climate change discussions feature insights from Bill Gates and Elon Musk on solar panels, nuclear energy, and fusion. The episode wraps up with lighthearted banter and reflections.
[  10/24/2025  ]
The episode opens with a discussion on California's proposed wealth tax and its constitutional challenges, exploring the broader implications of the state's tax policies on its residents. The conversation shifts to the Democratic party's role in shaping tax strategies. A look into the NBA gambling scandal follows, examining its potential impact on sports integrity. Polymarket and poker game dynamics are analyzed for their effects on market and game fairness. The focus turns to Amazon's influence on the cloud market and Alphabet's strategic future investments. AI's economic impact is debated alongside Tesla's Q3 earnings. The episode also delves into AI biases, discussing the need for regulation. It concludes with wrap-up remarks and goodbyes.
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