RECENT EPISODES
Wed 23 SeptSteve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA RepublicansIn this episode, Steve Hilton and Spencer Pratt tackle California's pressing issues, including the state's high poverty and unemployment rates, and the overwhelming regulatory environment. Hilton proposes significant reforms to reduce regulations and lower gas prices, while Pratt raises concerns about voter fraud and the integrity of mail-in ballots. Both criticize the current leadership for exacerbating public health crises and advocate for common-sense policies to revitalize the state, emphasizing the need for increased voter turnout among Republicans.Tue 22 SeptBlake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the EngineIn this episode, Blake Scholl shares insights on Boom Supersonic's ambitious plans to revive commercial supersonic flight, highlighting the recent lifting of the U.S. ban on such travel. He discusses the company's shift to in-house engine development after initial setbacks with Rolls Royce, aiming to create the most tested jet engine ever.Mon 21 SeptNaveen Rao: 4D Computing, AI's Energy Wall & Beating BiologyIn this episode, Naveen Rao explores the future of AI and computing, emphasizing the urgent need for innovative approaches to overcome the energy demands of AI services, which could lead to shortages in just three years. He introduces his company's groundbreaking 4D computing technology, designed to enhance efficiency by integrating compute and memory, achieving significant energy savings. Rao envisions a shift towards smaller, eco-friendly data centers that could surpass biological efficiency, highlighting the interdisciplinary collaboration necessary for this transformation.Sun 20 SeptAdam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad MarketIn this episode, Adam Foroughi, CEO of Applovin, shares insights on navigating a staggering 92% drawdown while emphasizing the company's pivotal role in the $50 billion mobile gaming ad market. He likens advertising to machine learning 1.0, highlighting its profitability and relevance in driving economic growth. Foroughi also discusses the importance of consumer privacy regulations and the potential for technology to enhance product discovery, all while maintaining Applovin's impressive EBITDA margin of 84%.Sat 19 SeptBill Gurley: Searching for FeynmanIn this episode, Bill Gurley shares insights from his 25-year investment career, highlighting the importance of adapting to market dynamics shaped by technology cycles. He discusses the unprecedented access to knowledge today, encouraging listeners to increase their "surface area for luck" by actively pursuing diverse opportunities. Gurley maintains an optimistic outlook on the future, urging individuals to embrace a proactive mindset and act swiftly to capitalize on emerging possibilities in a rapidly changing landscape.Fri 18 SeptJared Isaacman: A New Era for NASA and American Space ExplorationIn this episode, Jared Isaacman discusses the resurgence of NASA and its pivotal role in a new era of American space exploration. He outlines the ambitious timeline for Artemis III, set to launch in 2027, and emphasizes the importance of lunar survival science for future Mars missions. Isaacman also highlights the need for a sustainable lunar economy and the integration of commercial partnerships, particularly with SpaceX, to advance technological innovations and maintain U.S. leadership in space.Fri 18 SeptNick Shirley: Exposing Government Fraud, Suing California & Taking on the MediaIn this episode, Nick Shirley exposes the staggering costs and delays of California's high-speed rail project, which has ballooned from an initial $33 billion to estimates as high as $236 billion. He also highlights government fraud, detailing a $10 million immigration support services scam and his legal battle against a law that limits reporting on such issues. Shirley emphasizes the importance of investigative journalism in combating corruption and calls for greater support to address widespread welfare fraud in the U.S.Thu 17 SeptMeta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's FutureDina Powell McCormick discusses Meta's significant investment in data centers, which is enhancing AI capabilities and creating job opportunities in Richland Parish. The community's initial concerns have shifted as they recognize the economic benefits, including a substantial increase in sales tax collections. McCormick also highlights the expected 500,000 open jobs in data center roles and the importance of ongoing communication to ensure community understanding of these advantages, while addressing the need for industry standards regarding children's app usage.Thu 17 SeptBrad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemIn this episode, Brad Gerstner discusses the current state of the market, emphasizing that the rise in semiconductors is driving 70% of NASDAQ returns and dismissing the notion of an AI bubble. He highlights the significant growth potential in AI, predicting that top labs must reach a $180 billion run rate by year-end to sustain momentum.Tue 15 SeptJD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the MidtermsIn this episode, J.D. Vance delves into pressing issues such as the administration's anti-fraud initiatives, which he claims have saved $250 billion, and the challenges posed by the H-1B visa program, which he argues is misused to displace American workers. He also discusses the administration's approach to artificial intelligence, emphasizing the need for robust cybersecurity measures. Vance shares his insights on the upcoming midterm elections and the importance of prioritizing American interests in foreign policy, particularly regarding Israel.Tue 15 SeptSatya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AIIn this episode, Satya Nadella discusses the current landscape of AI, addressing the slowdown in doomer predictions and emphasizing the importance of human control over technology. He outlines Microsoft's ambitious $80 billion investment in Azure and the need for interoperability standards in AI models. Nadella also highlights the potential for AI to enhance productivity, particularly in healthcare, while cautioning enterprises to carefully evaluate AI models to maintain control and transparency.Tue 15 SeptElon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerIn this episode, Elon Musk and Gwynne Shotwell delve into the integration of artificial intelligence at SpaceX, emphasizing its critical role in future rocket generations and the ambitious goal of landing humans on Mars within the next decade. Musk raises alarms about the potential dangers of advanced AI, advocating for peer review and collaboration among companies to enhance safety.Mon 14 SeptJensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)In this episode, Jensen Huang discusses the critical importance of safety in AI development, arguing against fears of job loss due to AI, which he believes are unfounded. He highlights NVIDIA's impressive growth and the significant investment in AI, with $400 billion directed toward AI-native companies recently. President Trump supports Huang's views, labeling the AI narrative a hoax and emphasizing the transformative potential of AI, predicting a $20 trillion investment influx into the U.S. within a year.Fri 11 SeptAI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B CollapseThis episode delves into the existential threats posed by AI, featuring Jacob Coxen's resignation from Anthropic over safety concerns and the implications for the company's upcoming IPO. It also highlights OpenAI's recent breakthrough in solving a long-standing math problem, critiqued for relying on brute force rather than innovation. Additionally, the episode examines Nike's significant market decline, attributing its struggles to a shift in marketing strategy and a direct-to-consumer approach that has alienated customers.Fri 4 SeptGPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil DealIn this episode, Chamath discusses the emergence of artificial general intelligence (AGI) with OpenAI's advancements, predicting a wave of competitive models. The tech market is experiencing a euphoric phase reminiscent of the late 1990s, while New York City's ban on AI in public schools raises concerns about its impact on education for 600,000 students. Additionally, a significant geopolitical development sees President Trump securing a long-term Venezuelan oil deal, aiming to limit supplies to Russia and China.Sat 29 AugNvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer VaccineNvidia's record earnings of $96.2 billion, driven by a booming AI sector, highlight its dominance in the tech market, while Salesforce's strong performance suggests a SaaS recovery despite fears of an apocalypse. The episode also delves into America's looming debt crisis, with a projected $2 trillion deficit and significant refinancing challenges ahead, raising concerns about fiscal responsibility and the impact of rising interest rates on the economy.Wed 26 AugEric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of PhysicsIn this episode, Eric Weinstein delves into the stagnation of American science, arguing that it poses serious risks to human survival. He critiques the scientific culture that discourages questioning established norms, leading to a lack of innovation and a decline in research funding due to policies like the Mansfield Amendment. Weinstein also discusses the stagnation in physics since 1983, speculating on hidden advancements and the potential role of artificial intelligence in revitalizing the field.Mon 24 AugMichael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & ChinaIn this episode, Michael Kratsios discusses the Trump administration's science agenda, emphasizing the need for effective funding in research and technology. He critiques the politicization of science, particularly regarding diversity initiatives, and highlights the challenges posed by China's dominance in research spending. Kratsios also addresses the decline in U.S.-born PhD recipients in STEM fields and the impact of current policies on retaining talent, while expressing concerns over Dr. Fauci's influence on public trust in science.Fri 21 AugDario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-UpDario Amodei responded narrowly to a regulatory capture accusation after staying silent for roughly a year and a half, but left unaddressed the underlying claims about Anthropic's monopoly ambitions that Gavin Baker raised on the All In Podcast.Tue 18 AugFlock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs SafetyFlock Safety CEO Garrett Langley defends his company's license plate reading network, deployed across roughly 6,000 cities, against surveillance state accusations by drawing sharp distinctions between Flock and competitors, citing the absence of facial recognition, video capture, or individual plate searches. He addresses the tension between data retention and efficacy after Flock cut its default retention period from 30 days to seven, and explains how a new mandatory one-dollar audit assistance tool has already exposed numerous officers abusing the system.Fri 14 AugAnthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's ComebackAnthropic is reportedly targeting a $2 trillion IPO valuation that would surpass SpaceX's record, implying a 16 to 20 times sales multiple against an annualized revenue run rate estimated above $80 billion and expected to reach $100 to $120 billion by year end, representing roughly 10x growth for the third consecutive year.Thu 13 AugRahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs DemocratsFormer Chicago mayor and U.S. ambassador to Japan Rahm Emanuel makes the case that America is losing its strategic competition with China not through military weakness alone but by dismantling the four tools of national power: military force, political persuasion, economic statecraft, and cultural attraction. He argues the correct counter-China strategy is assembling an economic bloc of Australia, Japan, South Korea, Taiwan, the EU, and Latin American allies to isolate Beijing, while criticizing the current administration for isolating America instead.Sat 8 AugGoogle's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AIThis week's episode examines four major stories reshaping the technology landscape. Google's AI talent crisis takes center stage, with Jeff Dean departing after 27 years alongside other senior researchers, Gemini 3.5 Pro reportedly running months behind schedule, and the company's internal compute conflict between Google Cloud and its own model teams raising questions about whether Google can remain a frontier model competitor despite 200 billion dollars in planned CAPEX.Wed 5 AugSaronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot ShipsSaronic co-founder Dino Mavroukis, a former SEAL Team 6 operator, describes how the company's 24-foot autonomous Corsair conducted a live rescue of two downed American pilots in the Strait of Hormuz, the kind of mission previously requiring personnel at risk. The episode centers on a stark shipbuilding imbalance: China produces 23 million gross tons of ships annually against the United States' 100,000, a 230-to-1 gap built on Communist Party subsidies across labor, materials, and construction costs.Fri 31 JulChip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery StoresLeopold Aschenbrenner's Situational Awareness fund, which had grown to a reported 20 billion dollars and was up 450 percent year-to-date, was margin called and forced to liquidate its entire public portfolio after running roughly 3.5 times leverage, turning what would have been a 20 percent drawdown into a near-total wipeout.Tue 28 JulThe $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous JobsFour robotics CEOs discuss the economics and timelines of humanoid and quadruped deployment, with Agility Robotics projecting that scaling Digit to roughly 100,000 units could compress effective labor costs to one dollar per hour against 20 to 40 dollars for human factory workers.Fri 24 JulThe Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?The White House has not decided to ban open source AI models, with David Sacks calling any such ban a tragic mistake for America's competitive position, while Polymarket put the probability of such a ban in 2026 at 45 percent, up from 22 percent days earlier.Mon 20 JulMark Cuban on the AI Bubble: Who Actually Gets Wiped Out?Mark Cuban joins the show to draw a sharp distinction between today's AI landscape and the dot-com era, arguing the real damage will fall on VCs, funds, and PE firms going all in rather than ordinary investors, since no revenue-free companies are rushing to IPO.Sat 18 JulCan the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans DatacentersThis episode opens with a debate over whether the AI industry can police itself through a FINRA-style self-regulatory organization proposed by Demis Hassabis, backed by Elon Musk, Sam Altman, and others, under which frontier labs would submit models 30 days before release for assessment on catastrophic risks, with speakers warning the body must exclude content moderation and avoid regulatory capture by the three largest labs.Wed 15 JulFormer Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe CodingIn this episode, former Intel CEO Pat Gelsinger explains how roughly 15 years of business-first leadership caused Intel to return approximately 100 billion dollars to shareholders while neglecting factory investment and EUV machines, miss the iPhone chip opportunity, and dismiss Nvidia's GPU work as gaming hardware. He also warns that Taiwan holds under three weeks of energy reserves and a fab brownout would cause economic damage exceeding the Great Depression.Mon 13 JulThe Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable HourElevenLabs reached 600 million dollars in annual revenue growing from 100 million in roughly 20 months after its 2022 founding, driven largely by enterprise voice agent deployments at financial services clients including Revolut, Klarna, and Pagbank, where users disclose sensitive financial information more willingly to an AI voice agent than to a human.Sat 11 JulMore Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump AccountsAnthropic confidentially filed for an IPO on June 1st, with Gavin Baker projecting the company could reach over $100 billion in revenue by end of 2026 and trade at a $3 trillion valuation, while Gerstner said Altimeter would buy at scale in both the Anthropic and OpenAI offerings expected within six to nine months.Fri 10 JulOpen Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest LabsCerebras CEO Andrew Feldman revealed a $25 billion chip backlog with customers including OpenAI, Anthropic, and Google, while claiming his chips run 15 times faster than alternatives and that the company will beat Moore's law with better than a two times improvement in the next 18 months. Feldman also argued AGI has effectively been reached by any definition used 20 or 30 years ago.Fri 3 JulAI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget LieThe Palantir and Nvidia sovereign AI partnership sits at the center of this episode, with the two companies building a frontier-quality model for U.S. government agencies that own the hardware, data, and model weights outright, framing enterprise AI safety as a compute and data control problem.Mon 29 JunNate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028Nate Silver puts the probability of Democrats taking the House at 85 to 90 percent, citing Trump's 38 percent approval rating, historical midterm backlash, and strong Democratic performance in recent special elections, while noting Republican redistricting advantages are insufficient to overcome that partisan gravity.Fri 26 JunSocialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterDSA-aligned candidates swept three New York congressional districts on primary night despite Polymarket pricing the outcome at only 26 percent odds, defeating two incumbents in races decided by roughly 17 percent turnout through ballot harvesting and ranked choice mechanics. Mamdani's mayoral win amplifies the movement's reach, though speakers credited his personal charisma over DSA's platform as the primary driver.Tue 23 JunGameStop CEO Ryan Cohen's $56B Plan to Take Over eBayRyan Cohen, who sold Chewy for 3.35 billion dollars in 2017 after building it on negative working capital and razor-thin margins, is now pursuing a 56 to 60 billion dollar acquisition of eBay, structured as 50 percent cash and 50 percent GameStop stock, with 500 million dollars of his own money committed.Fri 19 JunWorld's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace DealThe SpaceX IPO priced at 135 dollars per share, raised 85 billion dollars including the green shoe, and closed up 19 percent on its first day, briefly pushing the market cap above 2 trillion dollars and making Elon Musk the world's first trillionaire on paper.Sat 13 JunAnthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken ElectionsAnthropic's release of Claude Fable 5 dominated discussion after the company quietly mandated 30-day retention of all prompts and outputs, eliminated zero data retention agreements for enterprise customers, and began downgrading user responses without disclosure, with the policy buried in a 319-page document. David Sacks framed Dario Amodei's simultaneous push for an FAA-style AI regulatory agency as regulatory capture designed to disadvantage open source competitors.Fri 12 JunAll-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades LiveIn a live pitch competition modeled on the Zone Foundation event, four investors presented their highest-conviction ideas to an audience that voted Talon, a nuclear and natural gas power producer, as the winner. Dan Dreyfus argued Talon's two gigawatts of nuclear and six gigawatts of natural gas capacity trades at roughly half its 45 billion dollar replacement cost, with free cash flow potentially reaching 70 dollars per share if data center contracts materialize.