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best opener of the year
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jcal really adding a lot of value lately with these fun segments
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chamath pumping his space x so he can dump it to retail at ipo.
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All-in is back to their heydays <3 Thank you for keeping the topics great for 1 month straight! ! Topic suggestion: What it takes to be a great entrepreneur in 2026 and how to go from Zero to One
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Now that Sacks is back on a regular basis the show just feels right back to its roots. Really enjoying it.
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I missed this kind of episode
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i could not look at my giant screen when the camera was on just friedberg 👁️ 👁️
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27:49 😂 love Chamath’s rant about the messy bed and how it spiraled into Pappy on the plane
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The pivot away from politics and back to tech is saying the loud part very quietly
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Just give the LLM write access to PROD DB, trust me bro
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28:41 billionaire telling millionaire money should be spent on a suite instead of court side seats 😭😭
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I'm not a VC but my intuition tells me to invest in EVERYTHING Elon musk is involved in. Wrong outlook??
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33:38 "Rumination is the path to unhappiness" (when talking about not having a diary)
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Friedberg thank you for sharing these interesting topics - always seek ur segments and opinions
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Curious pretty much ‘no comment’ on musk vs Altman
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Best Chamath laugh I’ve seen…😂 great one Jason. Redeemed.
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WTF with Friedburg's background??? that is so unsettling and wrong in so many ways
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1:27 “Italian sweater” 🎯🎯
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If anything more people are using Claude not less. I think he's talking his book.
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Jason is spiraling at an alarming rate.
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I love you guys. God bless you all.
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JCal seemed to automatically naturally start looking zesty with hand gestures in the opener.
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THIS WAS THE BEST! Can’t stop laughing
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There's no lack of demand for free or heavily subsidized AI, there's a lack of demand to pay what it actually costs to run
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The burger doesn’t have a burger inside the bun Sacks : but the reviews are good
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I am here to reinforce my comment earlier, that this version of David Sacks is just great!
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This was great. 👍
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Much respect to you, David! 🇺🇸
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Does Friedburg have a little girl in his dungeon?
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Very interesting to hear about the Supreme Court. Thanks Friedberg.
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That intro is hilarious...
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Paulie Gaultieri says “ I don’t write nothing down”
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Unfortunately, all courts, including the supreme court, are politicized.
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These AI companies don't have a viable business model, so they are in big trouble long-term
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My road trip besties ❤
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Best intro you guys have done 😂
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Friedberg--gravitas is the word you are searching for. Great Podcast gentlemen!
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$10 says Chamath took his sweater off and they did a reshot lol
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right before boarding a 13h flight! 🙏👌
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Took a couple days to get to it but this is one of your finest episodes. Thank you gentlemen!
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Guys turn on the clip function so that we can share our favorite bits. Cheers!
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The SCOTUS is The Peoples Court - , there is a line for the public to view Supreme Court oral arguments. The line typically forms on the south side of the building (to the right if facing the front steps) and opens early in the morning, often around 4:30 AM to 5:00 AM
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interesting point about culling and reducing costs 10x but then there is the issue that it becomes increasingly economical to run locally and not have to deal with a datacenter at all
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My compliments...excellent episode...when you all serially trash each other with vigor you a) reinforce your credibility and b) make me fall off my sofa. Well done!
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This problem with deleted database by AI agent can be solved by runcycles project, it's open source.
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I can’t let you in Dave
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Friedberg has really gone off the reservation with that background
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Why can't we all use local LLM and open source ones to minimize cloud based inferencing??? Power shortage is another man-made issue, no???
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With Sacks back, and we're doing the intro again, I'm happy.
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Miss Thing doing Chamath!!! --- Laughed out loud!
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Quoting the Wire!! This is the best podcast hands down
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What is the name of the medicine that Chamat and Jason were talking about? 😂
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7:00 David is hitting the nail on the head here. Opus 4.7 is compute constrained. I am blowing through my usage faster than ever, hitting session limits. They tried to make 4.7 smarter about how it uses tokens so they could reduce token consumption, but that has just made results worse. Developers have to improve their workflows in order to make agents work smarter. More fine tuned skills, better workflows, etc. so that agents are wasting tokens on dumb crap. Still, I am now interested to check out Codex with 5.5...
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Hey Sacks… you like Anthropic?
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I have little confidence in CA juries and Democrat Obama Appointed Judges, however this case should be ruled in Elon’s favor and set precedent for Non Profits moving forward.
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Nice call on Anthropic and SpaceX doing a deal
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Great topics and great show. The besties are back in prime form.
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I listen and hopefully learn! not my normal domain I'd say at my age........ but I love your show and the fact my brain has to stretch! Thanks All In! Ny akl time favorite rich guys! ♥
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33:36 Best Part of all the podcast done till date
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Thanks for the episode.
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Im crying laughing. Greatest intro to date
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That intro is a reminder that you can just do things in this world 🎉
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I actually listened to this twice! Well done!!❤
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You guys have hit a stride.
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That opening was a banger!! 🤣🤣🌈🔥
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To all podcasts who promote prediction markets: please always reference the overall volume and number of participants 🙏🏼
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It was a good run but it’s the first in a while without a Chamath “bye bye” at the end
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Enjoyed this discussion.
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This made me have faith in the pod again
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THE CASE OF THE CENTURY: no comment
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Jcal keeping it real and humble for those of us who aren't at his level. I've stayed in that exact hotel room and last I checked I'm not a Silicon Valley billionaire.
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Nerd revenge. For sure. But entertaining. With splinters of insight. Cutting. And real.
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Retatrutide is highly effective at even half a milligram.
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Holy crap the Brockman private diary!!! Documenting his criminal conspiracy! That shit is some The Wire stuff! Oh lol Jason just made the same comment as I type this!
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Regardless of their political views or bias against Elon, I think it’s great that it is a jury trial. This kind of shit would just be dictated by bureaucrats in the EU.
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Dont want to give whats driving the left insain too much air time whatever! lets just bury it
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Sacks is right about codex w/ GPT 5.5 beating opus right now. The product difference is stark. If not for the energy bottlenecks id be more positive
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Best part was roasting the host, more of that !
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Wtf is David’s background lol 😆
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Thank you Friedberg ❤ well deserved background for this month [👁️ 👁️]
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This was super helpful, thanks!
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this was a very good one. i haven't been listening to full episodes recently but this one covered a lot of important topics.
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What a fantastic & authentic podcast. Well done.
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i love you guys,
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Jcals advice was the best thing hes ever said 33:37
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a grounded guest in such podcasts is refreshing. Sachs was on point to what people working on these models are seeing on ground. Benchmarks dont mean anythign now and most podcast bros hype based on benchmarks
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Nice to have an episode without politics
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Can you talk about Palantir when topic related to Ai
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Chmoth is team Elon all the way.. even when not asked about Elon
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Back to back bangers.. what more could we ask for
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“Also why don’t you have two rooms? Either you’re cheap or poor?” That’s a real friend
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30:51 lets just Fulton County is never in the news for great things
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27:25 People like Neo & Trinity... 🤔
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David’s defence of AI and Trump needs to be preserved for learning or laughs a few years from now.
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I use to love this podcast, but now realize that I have been listening to aliens from another planet.
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lmfao that intro was hilarious
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Love and miss you Dave :hands-yellow-heart-red:
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Great video sharing. Thank you.😊
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31:07 The sketch artist for this trial is incredible.
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Here for the jets and pappy talk 💲💵💲🤑
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The best podcast in the world!!!! Or at least one of them, lol. A highlight of every week.
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Great job, this video was very useful!
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My favourite episode of 2026
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great content! love it when billionaires just chat about the economy and stocks! PURE ALPHA!!!!
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I started watching these guys around July 2024 for politics and finance. But boy do I like these regular convos. Knicks in 6!
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Great job guys!
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Back to back openers of the year
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Friedberg’s supreme court experience was top tier content❤ long live science corner and hopefully more ‘Court Corner’ 🤭
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Beautiful advice from J-CAL
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Boys are back in town❤ -On Brand - spin free
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Virtual video backgrounds are possible on video calls, just a thought
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Jcal drip on point today
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I love hearing VC’s discover biology
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Don't write anything down period move forward best sentence from the pod
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Wow a fabulous start😂😂😂😂
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amazing intro Jacal. 😂
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God willing, that goofball will be me.
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Best motivational speech ever 33:31
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I'm loving Codex and 5.5 (and the Image 2.0). Only thing I use now.
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Haha great intro Jcal
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banger of an opener
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I actually like everyone today, not just Sacks and Friedberg 😊😂
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Based Jcal EP
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47:20 the question is not if there’s demand for the GPUs, but is there a demand for the GPUs that exist with a profit margin above zero. It’s easy to say there’s unlimited demand when it’s being subsidized even on a $200 a month plan at about 10 to 20 to one.
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🔥
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33:30 - I suspected a more sophisticated approach towards mental health, and its regulation...
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So close to #1
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One of the most interesting discussions on the business side of AI right now. The conversations around AI cybersecurity, coding agents, lawsuits, and massive infrastructure spending show how high the stakes have become.
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Thank you all for all your hard works!
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The word is compression guys not displacement at least not at first
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11:27 bro predicted the future
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The frieze on the Supreme Court is "Great Lawgivers" throughout history.
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The OpenAI versus Codex versus Claude segment is where the real shift in this AI race is starting to show, and the way you broke down the missed targets without falling into hype was refreshing. The vibecoding nightmare segment is the one more people need to hear, because the speed of AI adoption is quietly outpacing the safety habits most teams have in place. Curious, in your view which of these stories will look the most consequential when we look back at this year five years from now?
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I don't understand: why don't you have a suite with two rooms? + I have a story about my private jet: this is why we come here. Really like it that you went back to the original setup discussing SaaS/Tech. Keep it up!
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"Why are you in only one room." Cooked
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zoning out every time Scamath opens his gullet
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I think Sacks is validating the thesis for ServiceNow I
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Mythos seems like a major paradigm shift not just ai incremental improvement but by time it comes out gpt 6 might be ready — it’s basically a game of leapfrog between Google OpenAI and anthropic
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Good that no discussion about whcd incident.
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Love the pod! You guys are awesome! hoping to see you on Liquidity
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“The Wire” reference was spot on 😂🤣
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Seeking Alpha helps me out every day man
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33:43 please make this rant a REEL! Desperately Need that clip!
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1:08:50 I experienced this in India when SCI started streaming all the courts live a few years back. Man, I have binged through so many cases... Amazing. Curious If you folks think it should be streamed live in the USA SC as well @allin
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~28:00 yes, that’s the first thing I noticed and had to look away the whole time. There’s a thing called zoom background and David F uses it every time.
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17:44 the fact that a startup is still beating Google actually speaks to the strength of OpenAI
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SILICON Valley was so funny and so clairvoyant in its subject matter.
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Why don’t you have a suite😤
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smoking gun maxing had me rolling
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7:30 sounds awesome
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Atlanta needing a Detroit like rebound 😂 that was funny