All-In with Chamath, Jason, Sacks & Friedberg9 Jun

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine learning

(9:51) Why small VC funds beat big ones on average

(14:36) OpenAI's valuation problem and the AI price war

(19:09) AI's "Atari Stage": what comes next?

(25:23) VC's broken incentives and the future of deep tech

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

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Intro Music Credit:

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Episoder(386)

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI att...

8 Jun 31min

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

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for ...

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

(0:00) Coatue's Thomas Laffont joins the Besties! (0:30) Public markets are back as AI is dominates the "Unicorn Economy" (5:15) The $4T AI IPO explosion (7:48) The case for SpaceX: Compounding launch...

4 Jun 32min

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

(0:00) Bill Ackman joins the show! (0:30) Evolving investment philosophy: What's changed over 20 years? (4:40) AI: Greatest time to build a business, and a major threat to portfolios (7:50) Predicting...

3 Jun 29min

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...

2 Jun 32min