All-In with Chamath, Jason, Sacks & Friedberg

#6

MAR 18, 2026All-In Podcast, LLC

John Fetterman: The Rogue Democrat Who Broke Party Ranks

FIX BORDER POLICYREDUCE NATIONAL DEBTMONITOR AG-TECHWATCH WEALTH TAX

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The Democratic Party's Identity Crisis - Fetterman argues that the party has drifted from common-sense bipartisanship, alienating core voters by prioritizing ideological purity over pragmatic governance.
“The party has changed, and we’ve lost that sense of bipartisanship that used to define how we get things done in Washington.”
— John Fetterman
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Fiscal and Border Accountability - The discussion highlights a growing urgency for stricter immigration controls and structural reforms to address the 'debt death spiral' threatening national stability.
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Shifting Geopolitical Alliances - Rising tensions within NATO and evolving sentiments toward Israel suggest a major recalibration of U.S. foreign policy and international influence.
“The party has changed, and we’ve lost that sense of bipartisanship that used to define how we get things done in Washington.”
— John Fetterman

#5

MAR 19, 2026All-In Podcast, LLC

BUY $NVDASCALE INFERENCEBUILD PHYSICAL AIWATCH AGENTIC WORKFLOWS

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The Inference Explosion - NVIDIA's strategic pivot toward low-latency inference, highlighted by the acquisition of Groq, marks the shift from training models to running them at massive scale.
“Physical AI is the new operating system for modern computing, and it represents a 50 trillion dollar market opportunity.”
— Jensen Huang
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Physical AI is a $50T Frontier - Beyond chatbots, the next wave of AI focuses on robotics and 'OpenClaw' as the new operating system for the physical world and industrial automation.
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Moats via Vertical Integration - True AI dominance isn't just about the model; it requires a combination of custom token allocation, specialized hardware, and agentic workflows.
“Physical AI is the new operating system for modern computing, and it represents a 50 trillion dollar market opportunity.”
— Jensen Huang

#4

MAR 18, 2026All-In Podcast, LLC

FIX BORDER POLICYREDUCE NATIONAL DEBTMONITOR AG-TECHWATCH WEALTH TAX

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The Democratic Party's Identity Crisis - Fetterman argues that the party has drifted from common-sense bipartisanship, alienating core voters by prioritizing ideological purity over pragmatic governance.
“The party has changed, and we’ve lost that sense of bipartisanship that used to define how we get things done in Washington.”
— John Fetterman
•
Fiscal and Border Accountability - The discussion highlights a growing urgency for stricter immigration controls and structural reforms to address the 'debt death spiral' threatening national stability.
•
Shifting Geopolitical Alliances - Rising tensions within NATO and evolving sentiments toward Israel suggest a major recalibration of U.S. foreign policy and international influence.
“The party has changed, and we’ve lost that sense of bipartisanship that used to define how we get things done in Washington.”
— John Fetterman

#3

MAR 17, 2026All-In Podcast, LLC

SCALE AI INFRASTRUCTUREWATCH PHYSICAL AUTOMATIONLONG TEXAS TECHSUPPORT INVEST AMERICA

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The automation of the physical world - Travis Kalanick explores the shift from digital platforms to physical robotics, emphasizing how 'capital as a weapon' is driving the development of actuators and autonomous systems.
“Capital is becoming a weapon used to automate the physical world through robotics and actuators.”
— Travis Kalanick
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Dell's $50B AI infrastructure play - Michael Dell highlights his massive investment in the hardware layer of AI, positioning Dell to capture the tidal wave of enterprise compute demand.
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Closing the wealth gap via Invest America - Michael Dell proposes a $6.25B initiative to provide 401ks from birth for 25 million children, leveraging long-term compounding to address systemic inequality.
“Capital is becoming a weapon used to automate the physical world through robotics and actuators.”
— Travis Kalanick

#2

MAR 13, 2026All-In Podcast, LLC

WATCH OILLONG AIAVOID HIGH-TAXWATCH MACRO

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The Iran conflict is triggering a historic energy supply shock -- disruptions in the Strait of Hormuz are causing extreme oil price volatility that threatens to destabilize the global economy and fundamentally shift the upcoming US midterms.
“Anthropic and OpenAI are scaling revenue faster than any company ever.”
— Brad Gerstner
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AI startups are shattering every previous revenue growth record -- OpenAI and Anthropic are scaling their top lines faster than any software companies in history, proving that the real-world demand for intelligence is outpacing the media's PR backlash.
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Aggressive wealth taxes are accelerating a massive domestic migration of capital -- the passage of new 'millionaire taxes' in states like Washington is triggering an exodus of high-profile founders and tax revenue toward business-friendly hubs like Miami.
“Anthropic and OpenAI are scaling revenue faster than any company ever.”
— Brad Gerstner

#1

MAR 11, 2026All-In Podcast, LLC

WATCH IPO MARKETLONG CRYPTO REGSWATCH ACCREDITATIONAVOID REGULATORY OVERREACH

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The US is going on a deregulation spree to fix the IPO drought -- the incoming SEC and CFTC leadership are prioritizing the removal of 'death by a thousand cuts' rules that have kept private companies from going public for far too long.
“The top priorities across both agencies involve fixing the IPO drought, providing crypto clarity, and cutting unnecessary rules that have hindered American market growth.”
— Paul Atkins
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Crypto's regulatory turf war is finally coming to an end -- instead of the SEC and CFTC fighting for control, the agencies are moving toward a unified framework that provides clear rules for digital assets and prediction markets.
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Accreditation rules are getting a 21st-century facelift -- a major priority for 2026 is rewriting the rules so that everyday investors, not just the ultra-wealthy, can get a piece of high-growth VC and private equity deals.
“The top priorities across both agencies involve fixing the IPO drought, providing crypto clarity, and cutting unnecessary rules that have hindered American market growth.”
— Paul Atkins