12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

(0:00) Bestie intros: The Core Four is back!

(1:38) Launching All-In Tequila!

(7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region

(29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence

(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor

(1:06:02) Science Corner: Stem cell-driven aging reversal out of China

(1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair?

(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings

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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://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665

https://x.com/whitehouse/status/1938053287535616085

https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html

https://x.com/DavidSacks/status/1936973199734079907

https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio

https://x.com/BillClinton/status/1937937455065293017

https://x.com/chuckschumer/status/1937890929689420209

https://www.cnn.com/2025/06/25/investing/stock-market-record-dow

https://fred.stlouisfed.org/series/M2SL

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department

https://polymarket.com/event/fed-decision-in-september?tid=1751083141866

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295

https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114

https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html

https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25

Episoder(348)

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount ...

21 Jan 32min

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:1...

17 Jan 1h 10min

Supercharging a New FDA: Marty Makary on Science, Power & Patients

Supercharging a New FDA: Marty Makary on Science, Power & Patients

(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals saf...

15 Jan 1h 29min

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DE...

13 Jan 1h 9min

All-In's 2026 Predictions

All-In's 2026 Predictions

(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) ...

10 Jan 1h 31min

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda wa...

9 Jan 1h 27min

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking g...

8 Jan 51min

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

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