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All-In with Chamath, Jason, Sacks & Friedberg
≈ 2–3 a week
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Macro, tech, politics weekly debate.

In the last 30 days, All-In with Chamath, Jason, Sacks & Friedberg produced 123 attributed ideas; most-discussed: CRWV, NVDA, META.

20
Ideas · 7d
123
Ideas · 30d
856
Ideas · all time
124
Episodes
Names this show discusses most
30D
CRWV · 2NVDA · 1META · 1UBER · 1HOOD · 1SPOT · 1
90D
CRWV · 2NVDA · 1META · 1UBER · 1HOOD · 1SPOT · 1

Theses first heard here · 14

Data center opposition fueled by foreign influence opsFIRST HEARD 4 SEP
Moderna's cancer vaccine as regulatory captureFIRST HEARD 29 AUG · MRNA
Meta-science experiments to improve research ROIFIRST HEARD 24 AUG
Open weights AI as a driver of innovationFIRST HEARD 14 AUG
Anthropic's doomerism may backfire on its own growthFIRST HEARD 17 APR
Latest attributed ideas · most recent first
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
CoreWeave's debt repricing as a confidence test
CRWVOpen in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Anthropic IPO's valuation and war chest debate
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
CoreWeave's contract structure as a key risk
SHOWS SPLIT7 SHOWS · NOT ALL ON THE SAME SIDECRWVOpen in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
AI model duopoly on compute and revenue
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
AI compute payback period as the critical metric
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
AI's deflationary impact on software margins
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Bill Gates' doomerism as a power grab
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Anthropic's fear-mongering as regulatory capture
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Power as the ultimate AI infrastructure moat
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Interest rates as the Achilles' heel for AI financing
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Neo-clouds as dangerous arbitrage businesses
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Founder retirement leads to harmful legacy-seeking
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Theoretical AI runaway risk lacks preconditions
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Sam Altman's lack of OpenAI equity as a governance flaw
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
Anthropic's scare campaign against small models
Open in Zortix →
17 OCT2D AGOCoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
AI market shift from tokens to outcomes
Open in Zortix →
12 OCT1W AGOMartin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
Quantum computing as a one-trick business
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12 OCT1W AGOMartin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
Long semiconductors despite AI compute risks
SHOWS SPLIT34 SHOWS · NOT ALL ON THE SAME SIDENVDAOpen in Zortix →
12 OCT1W AGOMartin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
Photonic computing as the future of AI compute
Open in Zortix →
12 OCT1W AGOMartin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
Meta as a potential AI winner due to distribution
SHOWS SPLIT29 SHOWS · NOT ALL ON THE SAME SIDEMETAOpen in Zortix →
10 OCT1W AGOIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
Anthropic's consciousness push as a new religion
Open in Zortix →
10 OCT1W AGOIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
AI and superintelligence as deflationary solution
Open in Zortix →
10 OCT1W AGOIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
Bond vigilantes forcing Western austerity
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10 OCT1W AGOIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
Claude's constitution as a dangerous alignment approach
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10 OCT1W AGOIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
AI's near-term focus must be on practical value
Open in Zortix →
10 OCT1W AGOIs Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots
Human shift from recognition to maker
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2 OCT2W AGOTrump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
Media narrative control over terror events
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2 OCT2W AGOTrump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
White House AI Accord creates enforceable self-regulation
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2 OCT2W AGOTrump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
AI cyber defense arms race mandates US build-out
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2 OCT2W AGOTrump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions
Midterms hinge on economic narrative battle
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IDEAS & DEPTH REFLECT PODCAST DISCUSSION · NOT A RATING, FORECAST, OR RECOMMENDATION