Peter Teal said this best. He's like, "Look at all the money that's going into AI. There's really only one company that's making any money, and that's Nvidia." Like, at this point, the jury's still out. We don't even know what AI is.It's sort of like when the internet was happening, everyone thought these fiber optic switch companies were going to make all the money. Turns out that was wrong. It was the end applications that made all the money.And they competed in many different markets from Google to Amazo ...

(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve AI's negative perception (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the besties moving to Texas? Follow the besties: https://x.com/chamath https://x.com/Jason https:// ...

Audience Appeal - Nick Fuentes resonates due to his perceived truthfulness, humor, and intelligence [1] - His defiance and rejection of societal norms appeal to individuals who feel alienated [2][3] - Fuentes' "up yours" attitude towards those perceived as critical is attractive [3] Concerns & Context - Fuentes' platform is seen as an expression of identity politics and tribalism [2] - His appeal stems from a rejection of being told they are inherently bad [3] - There are concerns about his character, with some questioning his steadfastness [2]

(0:00) Tucker joins the besties! (4:11) Paramount and Netflix's bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:37:05) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follow Tucker: https://x.com/TuckerCarlson Check out Battalion Metals: https://battalionmetals.com Follow the besties: https://x.com/chamath https://x.com/Jason http ...

(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism 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/c ...

Guys, get focused here. We need diamonds. Diamonds.No three. No three. Just diamonds. Diamonds. Diamonds.>> Oh my gosh. >> Five for a split. >> OH MY GOSH.>> YES. PHIL Helmouth loses. Hold up. Hold up.>> Nice hand. Nice hand. >> [ __ ] yeah.>> Awesome. Phil Helmouth out first. This is what we live for, folks.Phil losing a tournament. Going out first. The world's greatest tournament player loses to Allan Keading the Wild Man.He can't even beat a person who plays 24 off. This is incredible, folks. What a turn ...

Who's the best celebrity poker player in all the years that you saw in these games. Who is the best. >> Toby. >> Toby.>> Yeah. >> And who is the second best. >> He wants you to say Chimoth, but we we were going to carve him out.>> I mean, look, I've played with Toby for 20 years. I would have said Toby, too. I think he's he's exceptional. >> He's a grinder. He's tough.>> Yeah, he's tough. He I mean, he was the only one in the game that was tight. >> Yeah.>> I guess second would be Ben. >> Yeah, Affleck's a ...

I wonder what you could tell us about the nature of the men who are obsessed with playing this game and playing it at these stakes. >> There's a couple different archetypes. Okay, >> tell us.>> There are the ones that are there on a self-destructive bullet train. >> So, it's not just high stakes poker, right. Yeah.>> It's putting their marriage in bad places in very egregious and and and ways. There's drugs. It's the hedonic treadmill gone crazy.Then there are just the highly competitive people who are very ...

Who do you think has the best chance of challenging Nvidia. >> The other black swan that I think is missing in the equation today, my early prediction for 2026 is Huawei, where I think that there's lithography technology that exists in China that is not publicly discussed that is going to be deployed in Huawei and all these fabs that they're building in mainland China. And Huawei can create at a very low cost, probably very high volume, and probably in reasonably short order chips that can start to rival fo ...

(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO (48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology Special thanks to The V ...