Episodes

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.

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.

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.

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.

The episode opens with insights from Dreamforce, discussing San Francisco's current state and Marc Benioff's recent remarks. The conversation shifts to US-China trade, focusing on the rare earth industry and the broader implications of economic decoupling. The analysis delves into the complexities of trade negotiations and the potential consequences for global tech, particularly in chip production and energy sectors. A debate ensues on AI's influence on job markets, economic structures, and societal perceptions. The episode concludes with reflections on the discussions and closing remarks.

The episode kicks off with an introduction followed by a discussion on Robinhood's stock performance amid the Israel-Hamas ceasefire, analyzing its potential implications. The focus then shifts to Chicago, examining the National Guard's role in maintaining public safety. The conversation broadens to national politics, exploring deportations, Trump's potential return, and evolving political strategies. The AMD-OpenAI partnership is highlighted, reflecting on AI investment trends. Market dynamics are scrutinized, including recent corrections, a gold rally, and China's strategic maneuvers. The rise of Polymarket is discussed as a new frontier in professionalizing crowd wisdom. The episode wraps up with closing remarks and congratulations.

The episode begins with the news of EA's acquisition for $55 billion, marking the largest leveraged buyout in history and prompting a discussion on the challenges facing private equity. The conversation transitions to the IPO market and the emergence of SPAC 2.0. The potential for AI rollups is explored as Sacks joins the discussion. The episode then examines the launch of short-form video apps by OpenAI and Meta, debating whether they're innovative or just "AI Slop." The focus shifts to DeepSeek's new open-source AI model and its implications for the US AI industry. It concludes with a debate on the regulatory landscape, balancing state and federal oversight.

Chamath shares his experience with Emirates, leading to a conversation on the H1B visa overhaul and its implications for the tech industry. The focus then shifts to autism, exploring the impact of environmental factors and evolving medical practices. The complexities of censorship are examined through the lens of Jimmy Kimmel's suspension and issues surrounding YouTube shadowbanning. Advancements in AI and energy-efficient technology are discussed, followed by an analysis of California's hate speech bill and Gavin Newsom's political trajectory. The episode concludes with closing remarks and acknowledgements.