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Chamath Exposes Warren Buffett's Secret to Success
All-In Podcast· 2026-02-14 22:00
Now, I'm going to get a lot of people really upset with this is an example of Warren Buffett's returns pre and postreg. Now, what do you see. His returns were double the market returns when this kind of information sharing was legal.And the minute that it became illegal and you had to basically act on the same edge as everybody else, his returns went to the market return. He generated zero alpha. In fact, he probably on the margins lost a little bit.So, this is the single best investor in the world. This is ...
David Friedberg: The Hidden Debt Crisis That Could Tank the Dollar
All-In Podcast· 2026-02-14 14:46
If the Democrats win the midterms and you end up with a Democrat in the White House in 2028, I think that there's a bigger problem at foot, which is all of the state and local obligations. We've talked about Social Security looks like it's going to run out of money in a few years here. And there's a similar problem at the state and local level.you'll very likely see a federalization of that obligation, meaning that the federal government will step in to bail out or support those state and local governments ...
Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
All-In Podcast· 2026-02-13 22:36
(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/DavidSack ...
Inside the UK’s Free Speech Crackdown: “You might not be different from China for long…”
All-In Podcast· 2026-02-11 18:10
He was dragged out of the airport like a terrorist, had his devices confiscated, was thrown in jail overnight and lost access, my understanding is, to his heart medication, if I recall correctly. >> And because this was an incitement to violence >> because this offended some existing law against uh provocative speech in the UK. So that was in a single year of slightly over 12,000 Brits arrested for speech acts.And that is more than more than we're arrested that year in Russia, more than in China. Most of th ...
David Friedberg: “This will be one of the most amazing discoveries of our lifetime”
All-In Podcast· 2026-02-10 22:09
Let's go with breakthrough of the year. Freeberg, what's your breakthrough of the year. >> Okay, we haven't talked about it on the show.This definitely deserves a science corner, but asteroid Bennu, NASA sent a probe. They pulled a bunch of samples up in 2020. They landed back on Earth 2023.2 days ago, they showed that on asteroid Bennu, there is nucleic acids, there are amino acids, there are sugars. All of the building blocks of life were found on this asteroid floating through space. Wow.This is going to ...
Binance Founder CZ Describes the Shocking Reality of US Prisons
All-In Podcast· 2026-02-10 18:05
The minute I walked through the gate, the guard says, "Well, you're going to need some protection here. Um, right here, the Pacific Islanders are hiring, so you might want to join them. " And I was sent to a low security prison. I should be eligible for a minimum security prison, which is one one level lower where most of the white collar crimes go, but because I'm not a US citizen, uh, they put me into a low, which is where all the drug laws are. But what I actually found out is um, they organize prisons b ...
CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder
All-In Podcast· 2026-02-10 12:01
CZ, welcome to the All-In podcast. >> Well, thanks for having me here. >> It's really, really great to see you. >> It's a pleasure, Hannah.>> I want to go all the way back to the beginning because I think a lot of people don't really know your background the way that they probably should. The part of the background that I really care about is there's parts of your early journey in Canada, which is very similar to mine. You worked at McDonald's. I worked at Burger King.>> Okay. >> But before that, your paren ...
Trump's Master Plan: Make Every American a Capitalist from Birth 🇺🇸
All-In Podcast· 2026-02-08 17:00
Every child born in the United States forever more will start life off with an investment account seated with a thousand dollars in the S&P 500. They'll own a little bit of SpaceX. They'll own a little bit of Open AI. They'll own a little bit of Nvidia.That is what we need to do is just a first step in making sure we can hold this experiment together for the next 250 years. Right. When we have this rate of change, the president said something on stage last week.In 15 to 20 years, we will have $4 trillion do ...
Brad Gerstner: Elon Just Merged the Two Biggest Markets in the World
All-In Podcast· 2026-02-07 23:00
SpaceX is merging with X.AI. You're merging the two biggest TAMs in the world, right? All of artificial intelligence and all of space together with the world's greatest entrepreneur. He said, "I'm going to have data centers in space in 30 months, right. And if you're going to have a massive cost advantage with data centers in space, and remember, power is the proxy. Power is the primitive to AI.If you can deliver that, then Elon's your guy. And the combination of those make perfect sense. But Elon is like k ...
Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In Podcast· 2026-02-07 05:07
(0:00) Bestie 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 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/th ...