• Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
    Feb 13 2026
    (0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral Apply for Liquidity: https://allinliquidity.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://hbr.org/2026/02/ai-doesnt-reduce-work-it-intensifies-it?ab=HP-latest-text-3 https://x.com/mattshumer_/status/2021256989876109403 https://x.com/Jason/status/2021272988100984862 https://x.com/chamath/status/2022009107964899755 https://x.com/chamath/status/2021991383327027322 https://lobstertank.co/?v=1 https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf https://www.covers.com/industry/prediction-markets-sportsbooks-super-bowl-nevadabetting-handle-february-2026 https://defirate.com/news/insider-trading-claims-hit-super-bowl-prediction-markets/ https://www.wsj.com/world/middle-east/israeli-soldiers-accused-of-using-polymarket-to-bet-on-strikes-72d53012 https://www.youtube.com/watch?v=SzuvVcH2amc https://www.cbo.gov/system/files/2026-02/61882-Executive-Summary.pdf https://fred.stlouisfed.org/series/FYONGDA188S https://fred.stlouisfed.org/series/FYFRGDA188S https://x.com/RealEJAntoni/status/2021608233866027065 https://www.ice.gov/news/releases/asplundh-tree-experts-co-pays-largest-civil-settlement-agreement-ever-levied-ice https://www.justice.gov/usao-edpa/pr/asplundh-tree-expert-co-charged-recruiting-hiring-and-employing-unauthorized-aliens https://www.nbcnews.com/news/us-news/tree-company-pay-record-fine-immigration-practices-n805756 https://www.kff.org/racial-equity-and-health-policy/kff-la-times-survey-of-immigrants/#d53efe98-31a4-48f1-944f-b1b1aff36c06
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    1 hr and 13 mins
  • CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
    Feb 10 2026

    (0:00) From China to Canada

    (6:13) CZ's Early Career: Shockingly Normal

    (17:39) First Company in Shanghai

    (23:08) Discovering Bitcoin

    (30:11) Going All-In on Crypto

    (41:27) Founding Binance

    (1:03:57) The FTX Story: SBF Relationship and Collapse

    (1:09:46) Facing Biden's Anti-Crypto DOJ

    (1:25:25) Inside Federal Prison

    (1:40:10) Life After Binance and New Ventures

    Follow CZ:

    https://x.com/cz_binance

    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

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    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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    1 hr and 57 mins
  • Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
    Feb 7 2026

    (0:00) Besties intros: Brad Gerstner joins the show

    (3:16) Epstein Files

    (15:45) SaaS stocks crash out

    (35:11) Moltbook panic

    (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell

    (1:00:50) SpaceX and xAI merge

    (1:10:45) Brad's major win with Trump Accounts

    Follow Brad:

    https://x.com/altcap

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    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://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html

    https://www.miamiherald.com/news/local/article214210674.html

    https://nypost.com/2026/01/31/us-news/linkedin-founder-reid-hoffmans-emails-with-jeffrey-epstein-revealed-in-doj-docs

    https://freebeacon.com/democrats/skype-sushi-and-a-phone-date-democratic-megadonor-reid-hoffman-maintained-jeffrey-epstein-relationship-years-after-he-said-it-ended

    https://nypost.com/2026/02/02/business/jeffrey-epstein-boasted-about-wild-dinner-with-mark-zuckerberg-reid-hoffman-in-unsealed-2015-email

    https://x.com/stockpickerspb/status/2009363916573290715

    https://www.moltbook.com

    https://x.com/galnagli/status/2017573842051334286

    https://x.com/balajis/status/1937517664907460980

    https://www.reuters.com/world/india/gold-rises-over-1-geopolitical-economic-tensions-lift-precious-metals-2026-02-05

    https://x.com/truflation/status/2019409671212396815

    https://www.challengergray.com/blog/challenger-report-january-job-cuts-surge-lowest-january-hiring-on-record

    https://www.reuters.com/business/world-at-work/ups-amazon-boost-us-planned-layoffs-january-challenger-survey-shows-2026-02-05

    https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html

    https://polymarket.com/event/spacex-ipo-closing-market-cap-above

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    1 hr and 19 mins
  • ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
    Jan 30 2026

    (0:00) Bestie intros + quick Davos recap

    (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths

    (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI

    (1:09:58) De-dollarization, gold and silver ripping

    (1:20:05) California governor race

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

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    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/StephenM/status/2015133481261474030

    https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting

    https://www.youtube.com/watch?v=y2Z3ZUbL2e0

    https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney

    https://www.dhs.gov/wow

    https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/

    https://www.youtube.com/watch?v=tke0kY4l4e4

    https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/

    https://x.com/shellenberger/status/2016671351486967995

    https://x.com/BoLoudon/status/1942641987326185693

    https://x.com/JamesBlairUSA/status/2016154036550930765

    https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

    https://x.com/Geiger_Capital/status/2016564161484873748

    https://x.com/RapidResponse47/status/2016537492493676905

    https://x.com/chamath/status/2015966444027322763

    https://polymarket.com/event/california-governor-election-2026

    https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29

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    1 hr and 30 mins
  • The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
    Jan 25 2026

    (0:00) Intro

    (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world

    (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more

    (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them

    (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout

    On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.

    Follow Jeremy:

    https://x.com/jerallaire

    Follow George:

    https://x.com/George_Kurtz

    Follow Adam:

    https://x.com/adamgoldstein13

    Follow Chase:

    https://x.com/ChaseLochmiller

    Follow the besties:

    https://x.com/chamath

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    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

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    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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    2 hrs and 15 mins
  • Dr. Mehmet Oz on Fixing American Healthcare + Fraud | Live from Davos
    Jan 24 2026

    (0:00) The Besties introduce Dr. Oz

    (3:26) Trump's vision for healthcare in America

    (13:26) AI & self-directed healthcare

    (30:10) The future of GLP-1s and affordability

    (35:06) The Medical Fraud Crisis

    (44:02) California fraud and accountability

    (56:57) Immigration and addiction

    Follow Dr. Oz:

    https://x.com/DrOz

    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

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    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://www.nature.com/articles/s41746-025-01671-6

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    1 hr and 6 mins
  • Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
    Jan 23 2026

    (0:00) Intro

    (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption

    (38:51) Cerebras CEO, Andrew Feldman on Compute Power

    (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots

    This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

    https://www.nyse.com/

    Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.

    Follow Brian:

    https://x.com/brian_armstrong

    Follow Andrew:

    https://x.com/andrewdfeldman

    Follow Jake:

    https://x.com/jakeloosy

    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:

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    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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    1 hr and 35 mins
  • Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
    Jan 23 2026

    (0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo

    (1:21) The cost of infrastructure build-out, energy challenges

    (12:41) Where AI will be most impactful

    (22:39) The China Threat, globalization strategy

    (39:12) America's entrepreneurial AI outlook

    Follow Michael:

    https://x.com/MichaelKratsios

    Follow Maria:

    https://x.com/MariaBartiromo

    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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    48 mins