Episodes

  • Charles & Chase Koch on How They Quietly Built a $150B Empire

    Charles & Chase Koch on How They Quietly Built a $150B Empire
    May 12 2026

    (0:00) David Friedberg welcomes Charles & Chase Koch

    (1:04) Koch Industries Overview: Scale, Business Lines & History

    (2:21) Building the Business: Early Days & Charles Koch Joins (1961)

    (11:31) Failures, Creative Destruction & Learning from Mistakes

    (19:22) Culture & Principle-Based Management

    (33:53) Georgia-Pacific Acquisition & Culture Transformation

    (56:17) Stand Together: Education Reform & Social Change

    (1:12:37) AI, Economic Challenges & the Future of Capitalism

    Thanks to our partner Axon.ai for making this possible.

    Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin

    Follow the besties:

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    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

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    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
  • Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

    Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
    May 10 2026

    (0:00) Spencer Pratt vs. the Machine

    (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone

    (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About

    (28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall

    (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild

    (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again

    (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight

    (1:04:22) His 8-Year Vision

    Thanks to our partner Axon.ai for making this possible.

    Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin

    Follow Spencer:

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    1 hr and 11 mins
  • Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

    Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
    May 8 2026

    (0:00) Bestie intros! Thoughts on the LA mayor election

    (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory

    (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?

    (35:21) "FDA for AI" freakout, how the White House thinks about AI safety

    (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation

    (1:00:04) Trading the AI market, state of the economy

    Apply for Summit 2026:

    https://allin.com/events

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    https://x.com/altcap

    Follow on X:

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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/WallStreetApes/status/2052413443739951366

    https://www.anthropic.com/news/higher-limits-spacex

    https://x.com/elonmusk/status/2052073463029055926

    https://x.com/shaunmmaguire/status/2052075296002625942

    https://x.ai/news/anthropic-compute-partnership

    https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard

    https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil

    https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html

    https://x.com/SusieWiles47/status/2052192419718783246

    https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html

    https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf

    https://x.com/ahall_research/status/2052042535661691282

    https://x.com/SenSanders/status/2052116733683470556
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    1 hr and 22 mins
  • OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

    OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
    May 1 2026

    (0:00) Bestie intros

    (3:05) OpenAI misses targets, Codex gains on Claude

    (20:02) AI cybersecurity: a market that's about to explode

    (31:03) Elon vs Sam Altman lawsuit

    (41:00) Big tech smashes earnings, Capex explosion

    (52:44) Vibecoding nightmare: AI deleted someone's codebase

    (58:33) Retatrutide craze: peptides go mainstream

    (1:06:34) Friedberg's Supreme Court experience

    Apply for Summit 2026:

    https://allin.com/events

    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.instagram.com/missthingthepod

    https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273

    https://polymarket.com/event/ipos-before-2027

    https://x.com/aakashgupta/status/2049723185617412550

    https://arxiv.org/pdf/1803.03635

    https://x.com/AISecurityInst/status/2049868227740565890

    https://x.com/ns123abc/status/2049527702076449244

    https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28

    https://x.com/ns123abc/status/2049527702076449244

    https://www.google.com/finance/quote/CSCO:NASDAQ

    https://x.com/chamath/status/2049864100143104420

    https://x.com/zerohedge/status/2049895327566561683

    https://x.com/lifeof_jer/status/2048103471019434248

    https://x.com/levie/status/2049163935182733396

    https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing
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    1 hr and 21 mins
  • CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

    CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
    Apr 29 2026

    (0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor

    (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible?

    (27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma)

    (44:50) Why CA Schools Spend the Most but Get the Worst Results

    (50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist

    (1:01:34) Can a Republican Actually Win California?

    Follow Steve:

    https://x.com/SteveHiltonx

    Follow the besties:

    https://x.com/chamath

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    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
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    1 hr and 9 mins
  • SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

    SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
    Apr 24 2026
    (0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple? (1:00:32) SPLC indictment, out of control NGOs (1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people Apply for Summit 2026: https://allin.com/events 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.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges https://polymarket.com/event/will-spacex-acquire-cursor https://polymarket.com/event/spacex-ipo-by https://x.com/ttunguz/status/2046815725285945820 https://x.com/elonmusk/status/2032201568335044978 https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22 https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia https://x.com/Benioff/status/2044981547267395620 https://www.apple.com/leadership/john-ternus https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness https://polymarket.com/event/next-ceo-of-apple https://x.com/joecarlsonshow/status/2046349686253265302 https://x.com/nickshirleyy/status/2043756610955423782 https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and https://www.justice.gov/opa/media/1437146/dl https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege https://x.com/nickshirleyy/status/2043756610955423782 https://www.nature.com/articles/s41591-026-04342-5
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    1 hr and 31 mins
  • OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

    OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
    Apr 17 2026
    (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: https://allin.com/events Follow Travis: https://x.com/travisk 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.texastribune.org/2025/01/22/austin-texas-rents-falling https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html https://polymarket.com/event/gpt-5pt5-released-on https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982 https://x.com/RihardJarc/status/2044725910566220095 https://x.com/RoundtableSpace/status/2041897604708233650 https://x.com/chamath/status/2043811625967530056 https://x.com/pmarca/status/2042742413098450998 https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15 https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0 https://x.com/zerohedge/status/2043520934930239860 https://x.com/APompliano/status/2041946174677217733 https://x.com/IAPolls2022/status/2041589297489305717 https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009 https://x.com/great_martis/status/2044454944808571015 https://x.com/GlobalMktObserv/status/2044059352466690501 https://x.com/mattcerminaro/status/2044546097230626819 https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517 https://x.com/JoeBiden/status/1815080881981190320 https://x.com/TimRunsHisMouth/status/1815088017847333273 https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation
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    1 hr and 31 mins
  • Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

    Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
    Apr 10 2026

    (0:00) Bestie intros: Brad Gerstner joins the show!

    (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt?

    (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding?

    (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence

    (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling

    (1:10:12) Iran War: Ceasefire, Israel's influence, market impact

    Apply for Summit 2026:

    https://allin.com/events

    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:

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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.youtube.com/watch?v=INGOC6-LLv0

    https://openai.com/index/better-language-models

    https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf

    https://x.com/steipete/status/2040811558427648357

    https://x.com/juliusai/status/2041292301234999668

    https://polymarket.com/event/ipos-before-2027

    https://www.google.com/finance/quote/IGV:BATS

    https://polymarket.com/event/anthropic-ipo-closing-market-cap-119

    https://truthsocial.com/@realDonaldTrump/posts/116351998782539414

    https://truthsocial.com/@realDonaldTrump/posts/116363336033995961

    https://truthsocial.com/@realDonaldTrump/posts/116365796713313030

    https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html

    https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6
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    1 hr and 29 mins