The All-In Podcast (@theallinpod) / X

The All-In Podcast

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The All-In Podcast

@theallinpod

@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.

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Joined March 2020

@theallinpod

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The All-In Podcast
@theallinpod
6h
Gavin Newsom’s Presidential Chances are Plummeting. Nate Silver Explains Why: “Newsom has fallen in Democratic primary polls from around 25% to 15%. He's fallen on @Polymarket from like 33% to 22%.” Newsom’s biggest problems: -- His early lead was based on name brand, which
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Polymarket
@Polymarket
13h
BREAKING: AOC soars to an all-time high in the odds to be the 2028 Democratic nominee. She’s now within 2 points of Gavin Newsom.
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The All-In Podcast
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10h
Nate Silver Explains How The Democratic Party Has Split Into Three Warring Factions 1) “The Progressive Left” - Zohran, AOC, Bernie, the DSA, this group is the furthest left 2) “The Abundance Libs” - Ezra Klein, Derek Thompson, this group is the most centrist 3) “The
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The All-In Podcast
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Jul 5
J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed
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The All-In Podcast
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Jul 4
Friedberg’s Ideal Immigration Test: Worker or Welfare? (Or Makers vs Takers) “I'm all about discerning immigration, not on the lines of some cultural definition, but really around that simple framing of are you going to get social support services or are you going to work?
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The All-In Podcast
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Jul 4
J-Cal’s advice to founders: “If you partner with OpenAI or Anthropic, they will slit your throat and take your business wholesale. Don't trust them. Use your own models.” “There is no free pizza. There's no free beer. When somebody like Sam Altman comes to you and says, ‘Here's
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The All-In Podcast
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Jul 3
FOURTH OF JULY WEEKEND POD! 🚨 Besties are BACK! -- AI Sovereignty Wars -- Palantir-Nvidia Deal -- Alex Karp's CNBC "Crash Out" -- Fable 5 Restrictions Lifted -- SCOTUS Birthright Ruling -- Newsom’s CA Budget Lie -- Could California break apart the Union? (0:00) Bestie
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The All-In Podcast reposted
TBPN
@tbpn
Jul 1
BREAKING: BAIT (Besties All-In Tequila) has won a gold medal at the World Spirits Competition
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The All-In Podcast
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Jul 2
Thomas Laffont on how Coatue values SpaceX: “The quality of SpaceX's business model increases the more they launch.” “The number one driver correlated to the valuation of SpaceX is cadence of launches, which intuitively makes sense. If your business is the launch business, the
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The All-In Podcast
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Jul 1
David Sacks: The DSA is taking over the Democratic Party, here are their radical policy goals “They actually say they want to abolish the Senate. They want to abolish the carceral state, that means basically police forces and prisons. They want to abolish ICE and grant amnesty
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The All-In Podcast
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Jul 1
The Besties All-In Tequila has won a GOLD MEDAL at the 2026 San Francisco World Spirits Competition, the world's most prestigious spirits competition. This is the best and rarest tequila we've ever had and we're truly honored that the judges agree. @tastingalliance
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The All-In Podcast
@theallinpod
Jul 1
Get yours here:
tequila.allin.com
Extra Añejo Tequila (5 Years)
Pot-distilled from 100% Blue Weber agave, grown in the lowlands of Jalisco, and aged in white oak ex-whiskey barrels for 5 years, this Extra Añejo Tequila has the perfect balance: a smooth, slightly...
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The All-In Podcast reposted
Dave Rubin
@RubinReport
Jul 1
Obviously I’m partial to Copal, but holy cow, the Besties All-In tequila is the most beautiful presentation and bottle combo I’ve ever seen. Yes, those are real lights. Huge thanks to @DavidSacks for the birthday gift! (Side by side taste test this weekend…)
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The All-In Podcast
@theallinpod
Jun 29
NATE SILVER JOINS THE ALL-IN INTERVIEW! @NateSilver538 — statistician, gambler, Silver Bulletin Substacker — joins @Jason @friedberg for an hour on data, elections & what's coming -- The LA election breakdown: late mail-in ballot surge, ballot harvesting, and what the stats
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The All-In Podcast
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Jun 29
Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable
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The All-In Podcast
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Jun 28
Travis Kalanick: The UK's Social Media Ban is About Censoring and Tracking Adults, Not Protecting Kids @travisk: “I think we all agree social media is bad for the kids and for the adults. Too much of that stuff is very bad. It's brain rot for real, and it's going to be worse
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