All-In with Chamath, Jason, Sacks & Friedberg

• Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes

  (0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follow Tucker: https://x.com/TuckerCarlson Check out Battalion Metals: https://battalionmetals.com 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://x.com/chamath/status/1999139689173749835 https://www.vulture.co/article/netflix-vs-paramount-ownership-warner-bros-discovery.html https://polymarket.com/event/who-will-close-warner-bros-acquisition?tid=1765487045602 https://www.realityslaststand.com/p/the-manufactured-rise-of-nick-fuentes https://x.com/DavidSacks/status/1997843165102100528 https://fred.stlouisfed.org/series/LNS14024887 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0

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• OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

  (0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism 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: Sacks's AI waiver: https://www.whitehouse.gov/wp-content/uploads/2025/06/David-Sacks.pdf Sacks's Crypto waiver: https://www.whitehouse.gov/wp-content/uploads/2025/03/Memo-David-Sacks-3.5.2025-1.pdf https://www.theinformation.com/articles/openai-ceo-declares-code-red-combat-threats-chatgpt-delays-ads-effort?rc=f8fu8f https://www.cnbc.com/2025/11/19/nvidia-says-no-assurance-of-deal-with-openai-after-100-billion-pact.html https://www.nytimes.com/2025/11/30/technology/david-sacks-white-house-profits.html https://www.nytimes.com/2021/07/23/us/politics/anita-dunn-biden-white-house.html https://www.yesigiveafig.com/p/part-1-my-life-is-a-lie

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• Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game

  (0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10) Best celebrity poker players, high-stakes poker archetypes, and more (34:31) Sales coaching advice Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey. https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode= Follow Molly: https://x.com/ImMollyBloom 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

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• Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

  (0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The Venetian Las Vegas for hosting us!: https://x.com/VenetianVegas Join us at the All-In Holiday Spectacular!: 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://x.com/RepClayHiggins/status/1990868089056219267 https://x.com/michaeljburry/status/1991289193037746579 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025 https://x.com/Similarweb/status/1988879389992386897 https://x.com/PokerGO/status/1987406318832132256

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• Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

  (0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation"   Join us at the All-In Holiday Spectacular!: 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://x.com/michaeljburry/status/1988778952299802818 https://x.com/_Investinq/status/1988847716613365845 https://x.com/michaeljburry/status/1987918650104283372 https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html https://x.com/jatanackov/status/1988256651103592564 https://x.com/omapproach/status/1988410644907856075 https://x.com/latestinspace/status/1988606899932299700 https://www.swpc.noaa.gov/  

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