All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros!
(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
(21:00) 2026 IPO explosion, OpenAI down round?
(36:33) Iran War costs, fertilizer crisis, downstream impacts
(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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Referenced in the show:
https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals
https://companiesmarketcap.com
https://www.youtube.com/watch?v=Tf_UjBMIzNo
https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549
https://polymarket.com/event/ipos-before-2027
https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot
https://x.com/DrewPavlou/status/2038967293343096896
https://polymarket.com/event/us-x-iran-ceasefire-by
https://polymarket.com/event/us-forces-enter-iran-by
https://tradingeconomics.com/commodity/urea
https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin
https://polymarket.com/event/march-inflation-us-annual-higher-brackets
https://www.instagram.com/reels/DWhj1SrjvTU
https://www.youtube.com/@ElishaLong

(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

(0:00) David Friedberg intros Bryan Johnson
(0:54) Why Bryan Johnson did 5-MeO-DMT
(12:56) What brain scans actually show
(18:36) Psychosis, bad trips, and life-altering decisions
(26:23) The next frontier: organoids and gene therapy
(33:26) GLP-1s, abundance, and human optimization
(35:35) The longevity drug nobody's talking about?
Thanks to our partner for making this happen!
The Pod by Eight Sleep cools your bed to 55°F and uses Autopilot to optimize your sleep, all night. Use code ALLIN at https://www.eightsleep.com/allin for up to $350 off.
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Intro Music Credit:
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Intro Video Credit:
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(0:00) Intro live from Nvidia GTC
(0:37) CoreWeave CEO, Michael Intrator
(32:58) Perplexity CEO, Aravind Srinivas
(1:07:11) Mistral CEO, Arthur Mensch
(1:18:57) IREN CEO, Daniel Roberts
Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com
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Intro Music Credit:
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Intro Video Credit:
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(0:00) Matt Mahan: Why He's Running for Governor
(1:51) How California Went From Bad to Worse
(12:05) Public Sector Unions & Lobbying in Sacramento
(19:05) California's Housing Crisis: Regulation & Fees
(34:52) California Energy Crisis: Gas Taxes & Green Policy
(43:57) The $1 Trillion Pension Time Bomb
(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism
(1:09:14) Immigration Reform: ICE & the Path to Legal Status
 
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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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