All-In Podcast
Four investors discuss markets, politics, tech, and venture in an entertaining weekly format.
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
In this episode, former Palantir and Anduril executives discuss how Silicon Valley firms are reshaping modern warfare through AI‑driven drones, data platforms, and rapid manufacturing. They trace the historical shift from a broad industrial base to specialized defense firms, argue that deterrence now depends on cheap, mass‑produced systems, and detail Anduril’s new 5‑million‑sq‑ft Ohio factory (Arsenal) built to flexibly produce a range of unmanned weapons. The guests emphasize the need to revive U.S. manufacturing capacity to stay ahead of adversaries like China and Russia.
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
At NVIDIA’s GTC, four AI CEOs—CoreWeave’s Michael Intrader, Perplexity AI, Mistral, and IREN—discussed the evolution of AI infrastructure from early crypto mining to today’s large‑scale GPU supercomputers. Intrader explained how CoreWeave pivoted from crypto to serving researchers and then to...
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
The All‑In panel traces Changpeng Zhao’s (CZ) journey from his immigrant childhood in Canada to founding Binance, detailing his early tech career, the launch of his first Shanghai startup, and his discovery of Bitcoin that led him to go all‑in...
The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
In this episode, the All‑In hosts interview four CEOs about the landscape they expect in 2026. Jeremy Allaire of Circle discusses the post‑GENIUS Act stablecoin environment, interest‑rate pressures and how AI will reshape money. George Kurtz of CrowdStrike warns that...
Inside America's AI Strategy: Infrastructure, Regulation, and Global Competition
In this episode of All‑In, hosts Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg, moderated by Maria Bartiromo, discuss America’s AI strategy with former U.S. Chief Technology Officer Michael Kratsios. They examine the massive costs and energy demands of...
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
In this episode, Commerce Secretary Howard Lutnick outlines how strategic trade policies, revamped tech initiatives, and targeted reforms could propel U.S. GDP growth to 5‑6% by 2026. He discusses the legacy of Trump’s tariffs, the evolving US‑Japan trade relationship, stalled...
Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
Treasury Secretary Scott Bessent outlines how tariffs can be wielded as a national‑security tool, despite legal hurdles, and argues that targeted tariffs could protect critical supply chains. He critiques the Federal Reserve’s past policies that fueled a 15‑year asset bubble,...
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
The episode opens with a deep dive into the fallout from the Epstein files, focusing on the lingering questions about the source of his wealth. It then shifts to market dynamics, highlighting Tether's rapid growth, Michael Burry's contentious bet versus...
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
The episode dives into Elon Musk’s recent three‑year journey with X, examining the platform’s new algorithm, its impact on free speech, and the looming Tesla compensation vote that could influence his future at the company. It also critiques OpenAI’s shift...
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
The post highlights a podcast episode where Andrew Ross Sorkin discusses his new book on the 1929 Wall Street crash and draws parallels to the speculative bubble and AI‑driven disruptions of 2025. Key takeaways include the historical setup and players...
