All-In with Chamath, Jason, Sacks & Friedberg2 Jun

OpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

(0:00) OpenAI CFO Sarah Friar joins the show!

(0:31) How OpenAI thinks about its IPO timeline

(3:31) OpenAI, Anthropic, Google: The AI arms race

(7:43) Navigating the compute crunch and AI bottlenecks, device preview!

(15:53) OpenAI's economics

(26:08) Push into chips, the cloud

(29:32) OpenAI's ad business and strategy

Thanks to our partners for making this possible!

EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.

https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship

NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

https://www.nyse.com

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://www.plaud.ai

Follow Sarah Friar:
⁠https://x.com/thefriley⁠

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

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Intro Music Credit:
⁠https://rb.gy/tppkzl⁠
⁠https://x.com/yung_spielburg

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Episoder(384)

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the F...

7 Jun 39min

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

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6 Jun 32min

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: E...

5 Jun 31min

Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

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4 Jun 32min

Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

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3 Jun 29min

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29 Mai 1h 34min

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(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-Ch...

22 Mai 1h 42min