NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias 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://www.latimes.com/california/story/2022-05-25/rick-caruso-jeffrey-katzenberg-bicker-los-angeles-mayor-election https://www.thefp.com/p/rick-caruso-refuses-to-shake-jeffrey-katzenbergs-hand https://www.latimes.com/la-influential/story/2024-06-16/jeffrey-katzenberg-hollywood-fundraiser-democrats https://www.cnbc.com/2025/10/23/nba-billups-rozier-sports-betting-arrests-gambling.html https://oag.ca.gov/system/files/initiatives/pdfs/25-0024%20%28Billionaire%20Tax%20%29.pdf https://x.com/MovieTimeDev/status/1968107643643498744 https://www.coindesk.com/business/2025/10/23/polymarket-seeks-investment-at-valuation-of-usd12b-usd15b-bloomberg https://x.com/SawyerMerritt/status/1981119824991322553 https://www.nytimes.com/2025/10/21/technology/inside-amazons-plans-to-replace-workers-with-robots.html https://nypost.com/2024/02/21/business/googles-ai-chatbot-gemini-makes-diverse-images-of-founding-fathers-popes-and-vikings-so-woke-its-unusable/ https://ogletree.com/insights-resources/blog-posts/10-faqs-about-californias-new-algorithmic-discrimination-rules/ https://www.crowell.com/en/insights/client-alerts/artificial-intelligence-in-employment-update-illinois-requires-notice-and-prohibits-discriminatory-impact-in-use-of-ai https://www.nytimes.com/live/2025/10/23/nyregion/nba-illegal-gambling-arrests https://x.com/AndrewDBailey/status/1981409771505713650 https://seekingalpha.com/article/4832142-tesla-inc-tsla-q3-2025-earnings-call-transcript https://x.com/shayne_coplan/status/1981016949309239616 https://www.bloomberg.com/news/articles/2025-10-23/polymarket-is-seeking-funding-at-a-valuation-of-up-to-15-billion https://www.google.com/finance/quote/DKNG:NASDAQ?window=1M https://www.google.com/finance/quote/FLUT:NYSE?window=1M
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Joe Manchin on the Fight for America’s Future: Term Limits, Bipartisanship & the 2028 Election
(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president (28:12) Why socialism is on the rise in America, entitlement culture (37:06) Importance of term limits in Congress, Joe's favorite current senators, cascading issues from the loss of bipartisanship (52:25) Breaking the Dem/Rep duopoly by opening up primaries, thoughts on midterms in 2026 (57:18) Expectation vs reality for Obama, Trump and Biden presidencies; thoughts on the 2028 election 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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California Forever: The Startup Building America's Next Great City
(0:00) Introducing Jan Sramek (0:51) How California Forever is building America’s next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket - The world’s largest prediction market. https://www.polymarket.com/ Follow Jan: https://x.com/jansramek 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
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Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied 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://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3 https://x.com/the_jefferymead/status/1978130345200427334 https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961 https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html https://truthsocial.com/@realDonaldTrump/posts/115351840469973590 https://truthsocial.com/@realDonaldTrump/posts/115350455734003647 https://mpmaterials.com/mountain-pass https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/ https://chinapower.csis.org/tracker/china-gdp https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15 https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124 https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf https://nationalinterest.org/feature/can-china-rise-peacefully-10204 https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/ https://www.amazon.com/End-History-Last-Man/dp/0743284550 https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978 https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884 https://x.com/balajis/status/1937517664907460980 https://x.com/chamath/status/1978584886329082098 https://www.datacenterwatch.org/report https://x.com/chamath/status/1977794775148601541
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1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025? (26:21) Role of journalist vs market participant; characters of the 2025 market (30:10) AI's potential 1929-like impact on unemployment (35:16) Why socialism is flaring up now more than it did post-1929 (40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act (46:51) Film rights strategy Buy Sorkin's new book: https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966 Follow Andrew Ross Sorkin: https://x.com/andrewrsorkin 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://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966 https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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