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podcast
All-In Podcast
hosts · chamath palihapitiya · jason calacanis · david sacks · david friedberg
episodes
38
mentions
317
tickers
124
net sentiment
65%
tickers discussed · 124
+ 112 more ▾▴
$META×5$MSFT×5$CURSOR×5$CRWV×5$SARONIC×4$MGM×4$SNOW×3$LOVABLE×3$UBER×3$EBAY×3$TAO×3$CRWD×3$PANW×3$TLN×3$PERPLEXITY×3$IREN×3$AIRTABLE×2$BE×2$TSM×2$ELEVENLABS×2$DIS×2$DATABRICKS×2$MU×2$ZHIPU×2$ABACUS×2$VAST-SPACE×2$BTC×2$SILVER×2$COPPER×2$PL×2$ORCL×2$AVGO×2$MISTRAL×2$TCEHY$ASML$MOONSHOT-AI$BOSTON-DYNAMICS$ANYBOTICS$1X$AGILITY-ROBOTICS$OPEN-EVIDENCE$SYNTHESIA$AMI$MATTER$RUN$SQ$ADVENT$PYPL$KIMMY-K3$STRIPE$BSP$RAMP$INTC$LEGORA$EPIC-GAMES$RELX$HEADSPACE$TRI$DASH$BABA$BLACK-FOREST-LABS$8090$CA_MUNI$FIG$ZIPLINE$DRIVENETS$REVOLUT$NEURA-ROBOTICS$ANET$PARLOA$SIERRA$WEN$AI-PRODUCTIVITY$GME$HOOD$COIN$DELL$GEOD$AKTS$GEODNET$HOMEBUILDERS$ATOM-COMPUTING$PSUS$HHC$TMO$SFTBY$AMD$KIRKLAND-ELLIS$ROGO$FLOCK-SAFETY$EXCITE-LABS$QUALIFIED$INFA$BYDDY$HUAWEI$V$NEURALINK$SLACK$BA$000660.KS$BAYRY$LLY$CSCO$NOW$MEDALLIA$DOW$BRK.B$ANDURIL$OHALO$LNG$NEWLIMIT$KERNEL
guests & speakers · 43
david sacksbrad gerstnerdavid friedbergdino mavukusvib alakarchamath palihapitiyaamanda mcmasterpeter funkhouserbernt børnichjonathan hurstmark cubanjason calacaniseric glymanpat gelsingeranton osikamax junestrandmati staniszewskiandrew feldmanrobin rombachgavin bakerbill ackmanryan cohenbill marisdan dreyfusnikesh arorakyle samanioleg nelmandaniel drapchoaaron cowenwill marshalldan loebthomas laffontsarah friarbill gurleymarc beniofftravis kalanickshyam sankartrey stevensbryan johnsonaravind srinivasmichael intratordaniel robertsarthur mensch
episodes · 38
Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI12 insights
2026-08-08 · Gerstner sees 3-4x upside on SpaceX at $1.4T valuation
China Outbuilds America 230-to-1. Saronic Has a Plan5 insights
2026-08-06 · Saronic's autonomous ships aim to reverse US shipbuilding deficit with 200x cost advantag…
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores10 insights
2026-07-31 · Sax: AI capex boom is real and will generate ROI; chip selloff is leverage-driven momentu…
The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next4 insights
2026-07-29 · Boston Dynamics interim CEO: Spot deployed at 500+ customers globally; Atlas humanoid com…
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?9 insights
2026-07-21 · Cuban uses Open Evidence AI to solve personal drug interaction issue
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters15 insights
2026-07-18 · Apple 'screaming buy': M7 Ultra with 1.5TB RAM runs frontier models locally, collapsing c…
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding4 insights
2026-07-15 · Osika: Lovable hits $500M ARR in 20 months with 1M new projects/week
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour10 insights
2026-07-14 · Legora grows 50% QoQ for 7 quarters, fastest enterprise SaaS to $100M+ ARR
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts15 insights
2026-07-11 · Gerstner: Altimeter buyer at scale in Anthropic IPO, $100B+ revenue trajectory
Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs5 insights
2026-07-10 · Cerebras sees $25B backlog as AI data center buildout exceeds 50 years of global power gr…
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie13 insights
2026-07-03 · Chamath's 8090 software factory achieves 16.4x cost reduction using open-source models vs…
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter5 insights
2026-06-27 · SpaceX insiders bought the IPO instead of heading for the exits
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel8 insights
2026-06-25 · Gavin Baker backs DriveNets on AI-networking reinvention thesis
GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay3 insights
2026-06-25 · Ryan Cohen argues eBay is the rare scaled marketplace GameStop can actually make bigger
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal5 insights
2026-06-23 · Chamath: SpaceX is one-of-one and should grow into its valuation
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections6 insights
2026-06-15 · Chamath building 2GW in Arizona plus a 1GW second site to support open-source AI
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage5 insights
2026-06-12 · Bill Maris cites Coinbase among Section 32 winners proving small-fund outperformance
Dan Dreyfus: The Next AI Bottleneck is Copper4 insights
2026-06-12 · Dreyfus warns silver stocks out in three years as solar demand surges
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"7 insights
2026-06-12 · Palo Alto CEO: AI-driven threat surge lifts cybersecurity's terminal value
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live10 insights
2026-06-12 · Gavin Baker ranks MGM as the best risk-reward pitch thanks to capped downside and Japan/D…
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel6 insights
2026-06-06 · Marshall: Space-based data centers become economic when launch costs hit $200-300/kg
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back3 insights
2026-06-05 · Loeb bullish on Nvidia: dominant position justifies valuation despite short pressure
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It4 insights
2026-06-04 · Laffont: Anthropic scaling faster than any company in history, could surpass AWS by year-…
Bill Ackman: Here's What the Market is MISSING9 insights
2026-06-03 · Ackman recommends PSUS trading at 18% discount to cash
OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute14 insights
2026-06-02 · Oracle Cloud partners with OpenAI for 1GW data center complex in Michigan
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?8 insights
2026-05-29 · Gurley: Anthropic midwifing a deity, not writing software
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?11 insights
2026-05-22 · Gavin Baker: Seraphim Space portfolio company Excite Labs chips in every Starlink; pass r…
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño15 insights
2026-05-15 · Benioff: Slack becomes enterprise context engine; every AI lab standardizes on it
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom10 insights
2026-05-08 · Brad Gerstner predicts SpaceX IPO at 40-50x revenue targeting $2T valuation
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze12 insights
2026-05-01 · Sacks: Anthropic compute-constrained, Opus 4.7 struggling, Mythos not commercially ready
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike11 insights
2026-04-24 · Chamath: SpaceX-Cursor deal is a jujitsu move at 50% discount
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out8 insights
2026-04-17 · Chamath: SpaceX IPO crucial ASAP to delever; Anthropic or OpenAI should front-run each ot…
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence8 insights
2026-04-10 · Gerstner: Anthropic's $30B revenue run rate is fastest ramp in tech history
The State of Modern War: Palantir & Anduril Execs on Drones, AI, and the End of Traditional Warfare5 insights
2026-04-06 · Palantir's 20-year journey validates software-defined defense platform at $400B valuation
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity8 insights
2026-04-03 · Jason Calacanis: Syndicate investment in Vast Space building orbital stations
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits10 insights
2026-03-27 · Chamath: Anthropic technical team head and shoulders above rest
Bryan Johnson: I Just Took the Most Powerful Dose of DMT in the World... Here's What It Was Like2 insights
2026-03-26 · Bryan Johnson invests in NewLimit for epigenetic reprogramming
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN13 insights
2026-03-23 · Perplexity Enterprise revenue growing faster than consumer; Enterprise Max at $400/mo sav…